Editing multiple transactions
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.
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Hopefully this helps. This has been a huge lifesaver for me as an admin.
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0 · Accept Answer Off Topic Insightful Vote Up Awesome- Spam
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeThe Edit Multiple feature is currently the best way to go here, but we'll keep tabs on this post if it gathers enough support!
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHey @RI_8806 - the Edit Multiple feature is also available from within a report.
Hope that helps! Let us know if that's still not quite what you're looking for.
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0 · Accept Answer Off Topic Insightful Vote Up Awesome@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 🙌
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0 · Accept Answer Off Topic Insightful Vote Up AwesomeHi @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?
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0 · Accept Answer Off Topic Insightful Vote Up Awesome@Rachael Hopkins yes I'm satisfied, thank you
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0 · Accept Answer Off Topic Insightful Vote Up Awesome