Editing multiple transactions

RI_8806 · December 2019

As an admin, sometimes I see that an employee has coded a whole bunch of transactions to the wrong category. For example, maybe they put all their travel expenses as meeting, but I want to change them all to travel. Right now I have to click on each one and change the dropdown, and save it. One by one. It would be nice if there was a checkbox feature that let me select multiple transactions that I will change to the same category. This will make my admin team's efforts much more streamlined.

Julia · December 2019

Hey @RI_8806, if you're on the expenses tab and pull up the users expenses, once you select more than one checkbox it lets you do just that. The 'Edit Multiple' box will show up in the top right part of the screen once you select more than one.

Hopefully this helps. This has been a huge lifesaver for me as an admin.

RI_8806 · December 2019

Ok I see what you're saying. But it seems like this could be a feature within the report itself when I can easily see a grouping on their report is categorized wrong. But this does help a ton, thank you!

Matt Moore · December 2019

Thanks, @Julia and thanks for the suggestion, @RI_8806!

The Edit Multiple feature is currently the best way to go here, but we'll keep tabs on this post if it gathers enough support!

Sasha Kluger · February 17

Hey @RI_8806 - the Edit Multiple feature is also available from within a report.

When you're in a report, click the pencil icon along the left to open up the Edit Expenses dialog
Select the expenses that you'd like to change
Click "Edit Multiple" along the top of the page, the enter the new category/description/etc and save.

Hope that helps! Let us know if that's still not quite what you're looking for.

RI_8806 · February 18

@Sasha Kluger Thank you!! This is a lot more convenient than leaving the report and looking the person up in the Expenses tab. I'm not sure if this was always there and I missed it, but either way this is more what I was looking for 🙌

Rachael Hopkins · February 19

Hi @RI_8806 I'm on a current crusade to keep the Ideas Category simple. It looks like the existing functionality covers what you need. Are you happy for me to close this one down?

RI_8806 · February 19

@Rachael Hopkins yes I'm satisfied, thank you

Editing multiple transactions

Gathering use cases · Last Updated December 2019

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