You can update up to 10,000 transactions at once using a mass, or batch, update. For example, you might want to modify the accounting codes for all the transactions in a specific cost center.
To update multiple transactions, it is a good idea to first run a query for the transactions you want to update. This reduces the number of records in the list, making it easier for you to locate the transactions you want to update. For more information about constructing queries, see Searching for Transactions.
Transaction mass update requests are batch processed every 20 minutes. You will receive a confirmation message when the request is received.
If a transaction approval process is in place, you can also use a mass update to review, approve, or reject multiple transactions at the same time. For more information, see Reviewing Transactions, Approving Transactions, or Rejecting Transactions.
To run a mass update for multiple transactions:
Select Transactions > Manage. Or, while viewing other information about an account, select Take me to > Transaction List - Last 30 Days to see a list of recent transactions for the current account.
Perform a query to reduce the number of transactions in the list.
Select one or more records to update. You cannot run a mass update for split transactions.
Click Mass Update.
To update the accounting codes tied to the transactions, select the Chart of Accounts check box and then select a chart of accounts from the list. For each segment value you want to change, select the check box and then select or enter new segment values as necessary.
Alternatively, if you have saved a chart of accounts favorite, you can select it from the list.
To update transaction custom fields, select the custom fields you want to change, and then select or enter new values as needed. You can restrict the user roles that have the ability to edit the transaction custom field values; for more information, see Creating Transaction Custom Fields.
Click Save.