Bulk Edit (Payments or Receipts) - Introduction
This option exists to allow you to edit descriptive elements (Voucher Date, Description, Supplier, Notes, Minute Reference & Awaiting Authorisation tickbox) against multiple transactions. It is commonly used to add a minute reference against multiple payment transactions following the council meeting where the payments were approved.
How to Bulk Edit a Payment or Receipt In Scribe Accounts
A Bulk Edit must be done against either a selection of payments or receipts. The option to do this is accessed from either the Payments (Transactions → Payments) or Receipts (Transactions → Receipts) screen. Under the Edit button in the top right corner select 'Bulk Edit’
(Use the quick search or filter options if required to find/sort data.)
- Click the tickbox to the right of each transaction you wish to update
- Click ‘Edit Selection’ in the far right corner
- The edit screen will load showing the list of vouchers being edited
- Edit the required fields (The Awaiting Authorisation box will automatically default to unticked however you can click to select this if required in reverse)
- Click ‘Save’ and all selected vouches will be updated.
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