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 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
- Account Code
- VAT Code
- Tracking Category
- Delete Line Item
Step 3: Click Continue
- 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.