Adding Project code to large number of transactions

Question asked by Shaela Ismail 8 years ago

Good afternoon,

Can you let me know if it is possible via way of import to add in Project codes to a large number of transactions?

I used the export function to download the general ledger for this financial year and there are a huge number of transactions without project codes. Is it possible to add the Project Codes on to the CSV download and then import this to Clearbooks to update the transactions already existing on Clearbooks?

Many thanks

Shaela

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Hi Shaela - no, imports tend to create new entries.

Instead you could go to the Sales>Invoices & Purchases>Bills pages and (if necessary, list all documents) then hit the Bulk edit button, which enables you to add/edit the project and some other fields on the transactions.

Best answer
8 years ago

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