<< Settings: AI PRO (Beta) | Settings: Help >>
| Batch Edit Bank Account (Register) | Allows you to select a new bank account for transactions when doing a bulk edit. |
| 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 |
| Reversing Transactions Options & Void Bills/Deposits | Creates reversing transaction buttons for most transaction types; including: Invoices, Sales Receipts, Bills, Expenses, and Vendor Credits. This also adds a void button to bills and deposits. |
| Copy Transactions in Register | Creates a button inside the details of transactions in the register that allows you to quickly copy it. |
| Paste Details into Modernized Transactions | Allows you to copy and paste from Excel into the Item/Category Details Bill, Check, CC credit, Vendor Credit pages (modernized versions only). Also works in NEW Invoice/Estimates Screens |
| 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. |
| Find Product For Inactivating Accounts | Creates a button to find attached products to an account when you are trying to delete from the Chart Of Accounts and it says ‘This account is used by a product or service’. |
| Sort Transaction Columns | Allows you to sort the columns of transactions. Currently only works in the new invoices. |
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