<< Settings: AI PRO (Beta) | Settings: Help >>
| Bulk Change Customer/Project in Lines | When going to the ‘Transaction Detail by Date’ report you will get an option to batch change/add to the lines of transactions in the report. It is recommended to get here from the ‘Reclassify Transactions’ Page |
| Copy Transactions in Register | Creates a button inside the details of transactions in the register that allows you to quickly copy it. |
| Bulk Create In Register | Allows users to create single line transactions from inside the Register page in batch. Also has a button for a Batch Template to get a csv you can edit. |
| Sort Transaction Columns | Allows you to sort the columns of transactions. Currently only works in the new invoices. |
| Balance Sheet Adjustment Tool | Click the Adjust button in a plain Balance Sheet to start. Allows you to visually change the Numbers in the Balance sheet and export a CSV of a Journal Entry that you can use to import. Adjusts the balances to Retained earnings if there are more Debits or Credits. |
| Change Sub Accounts to Parents | This toggle adds an option to batch turn Sub Accounts into Parent Accounts in the batch actions of the Chart Of Accounts. |
| Copy Bill Numbers To Memo | Allows the user to select checkboxes in bill payment page, and then copy bill numbers and amount paid to the memo area. |
| Hide Expenses w/ Attachments | On expenses page, hide transactions with attachments. |
| Auto Open Bank Feed When Switching Files | Whenever you switch files it will automatically send you to bank feed. |
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