Although Farmplan Business Cloud has been designed to reduce user error as much as possible, the process is not completely infallible or you may just have changed your mind about a category. So we have implemented a bulk editing tool that allows users to edit or delete multiple transactions with just a few clicks.
What can be edited in bulk?
In theory all transactions can be edited in bulk, but only certain fields can be edited depending on the type of transactions selected.
For example:
You cannot change anything if the entry is in a locked VAT period
You cannot bulk edit the amount as multiple transactions will likely have different amounts
Transactions that consist of several split lines cannot have the category changed en masse.
To give yourself the most editing options it is better to edit one type of transaction at a time, customer invoices for example, rather than mixing transaction types.
How to bulk edit transactions
Firstly, you will need to locate a list of the transactions you would like to edit. Go to Accounting > View Transactions > Advanced Search.
Filter down to the transactions you want to change, check them and then click 'Edit Checked' as follows:
In the example below, we are editing the category for a few banking payments at once. We are changing the category from 'Sundry Expenses' to 'Stationery' and updating the description and making the VAT standard instead of non VAT’able.
As you can see in the example, only those 3 fields are changed here. The others are left blank as they are not being changed.
How to delete multiple transactions
As in the above steps, filter down your transactions to show the ones you would like to delete.
Then check the relevant transactions before clicking 'Delete Checked'.
Please note, if you are trying to delete invoices with credit notes and/or payments attached to them then you will need to delete these first before the invoices can be deleted. This is to protect the integrity of your data.
