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Bulk Editing Line Items 

How to use Jack's Bulk's Editing Feature to make changes on the Transaction Details Page 

Jack sometimes gets the extraction wrong or the Account/VAT code Jack suggests isn't the one you think is appropriate. If this happens for more than line item and you want to make a change, Jack has a bulk edit option which is simple and easy to use. 

Step 1: Select the line items you want to edit 

select line item

  • Select one or more Line Items by ticking the box 
  • A new button will appear with selection options 

Step 2: Select which field you want to change 

option 2

  • Account Code
  • VAT Code 
  • Tracking Category 
  • Delete Line Item

Step 3: Click Continue 

option 3

  • Every line item selected will have changed 

Remember to Click SAVE if you want you edit to keep, if you don't publish the transaction yet.