BULK ACTIONS

The BULK ACTIONS functionality allows the user to make changes to multiple transactions in bulk. To enable/disable this functionality, go to the Transactions tab and click the BULK ACTIONS button above the table. BULK ACTIONS is ON when the button is BLUE and OFF when the button is GREY.

How to edit multiple transactions in bulk

1. Enable BULK ACTIONS functionality.
2. Click on the PEN ICON to unhide the bulk edit row above the table.
   [To hide the bulk edit row, just click again on the PEN ICON.]
3. Select the transactions you would like to update.
   [See How to select/unselect multiple transactions]
4. Enter the values you would like to update in the corresponding fields on the bulk edit row.
   • Blanks will leave current values unchanged in the selected transactions.
   • To CLEAR the current value on a specific field in the selected transactions, right click the corresponding input cell in the bulk edit row. The text { CLEAR } will appear, indicating that the field will be cleared for all selected transactions when submitting changes.
5. Click on the SAVE icon to submit your changes.

How to delete multiple transactions in bulk

1. Enable BULK ACTIONS functionality.
2. Select the transactions you would like to update.
   [See How to select/unselect multiple transactions below]
3. Click on the TRASH CAN icon to delete all selected transactions.

How to select/unselect multiple transactions

1. Enable BULK ACTIONS functionality.
2. Select the desired transactions.
   • To select multiple transactions one a time:
     1. Double click each transaction you would like to select/unselect.
        [BLUE HIGHLIGHTED TRANSACTIONS are selected.]
   • To select/unselect several contiguous transactions (listed next to each other):
     1. Click on the first transaction you would like to select.
     2. While pressing and holding the SHIFT key, click on the last transaction of the group.
   • To select/unselect ALL transactions:
     1. Make sure the Transactions table is unfiltered.
     2. Click on the top edge of any column header.
   • To select/unselect all transactions that meet certain criteria:
     1. Filter the table as desired to show only the transactions you would like to select.
     2. Click on the top edge of any column header to select/unselect all the filtered transactions.