Bulk editing
Bulk Editing allows bookkeepers to edit multiple transactions at once. Think of this like the QuickBooks' "Accountant Reclassify Transactions" tool, but it also allows bookkeepers to edit payees and filter / sort by any property of that transaction.
How to edit transactions in bulk
Use the checkboxes on the left side of the table to select specific transactions
Make changes in the bulk editor as needed
Asking transaction questions in bulk
Use the checkboxes on the left side of the table to select specific transactions
Toggle to the Add to Client Questions tab
Enter a custom question or select from the list of templated questions
Send the questions to the portal
