Bulk Editing coding
complete
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Fiona Morton
Would be great if you could bulk edit on coding that have already been completed (but coded incorrectly). So a select all incorrectly coded transactions and recode in one go. Particularly painful at the moment as you do it on one - say at the start of the month and then it takes you back to end of month and you have to scroll down to find the next one to correct coding on.
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Mikayla - Farm Focus
complete
We now have the ability to multi select coded lines from the completed screen and recode them in bulk.
Jo - Farm Focus
in progress
We are currently working on enabling bulk recoding from the Completed page. Available soon!
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Angela Rye
I agree, the bulk editing of coding is an essential tool - like the find and recode tool in Xero.
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Richard Coop
Hi Guys, I agree with the above comment. It has come to the end of fin year and tidying up actuals before finalizing.
Quite a few of my grazing animals are coded to the wrong age group. In the old cash manager you could see these codes were wrong in the cashflow screen as there would be the odd cell missing and would be a row up. You then would double click on the cell, it would take you to the coding screen where you could code all the animals to the correct code. In focus, it is very painful to do this as it keeps taking you back to the main screen. Then you have to search again to find the incorrect codes etc etc.
Hard to explain, but if you try change multiple codes in the old version and then in focus you will see what i mean.
The same goes if say you are coding in a hurry to do GST and you just code interest to int. And then want to come back later and code to a sub code, it takes a very long time. Cheers rwc
Farm focus
Hi Fiona,
thank you for your comments. We don't currently have this request on our list and will leave your post open to see how many votes we get.
In the meantime, setting up coding rules would be a great way to have the majority of your coding done for you, and with less chance of incorrect coding. You can make the coding rules as basic or as specific as you like to ensure consistency.
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Richard Coop
Farm focus: We do this also just to get things coded, ie Interest coded just to int. as we don't have the detail on statements from our bank yet to auto code to a sub category (ie 91 account or 92 account etc etc) to go and do this later is painfully slow as outlined in my above comment. Cheers
M
Michael Ashby
Richard Coop: Hi Richard, thank you for the clarification on this issue. We will look at getting a better way of editing codes in our enhancement backlog and keep you informed of the progress
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Lawson Avery Limited Lawson Avery Limited
Yes bulk editing on coding a must. Just like the simple Find & Recode option in Xero.