Accounting Ideas

Function to allocate Analysis Codes in bulk

It would be useful to be able to bulk-allocate Analysis Types, eg. we have set up a Group Analysis code for Customer Group; Commercial or Domestic. At present we have to go into every Customer record and allocate them individually, I would like to be able to select customers in bulk from the Contacts Screen and allocate all the selected Customers to the relevant group.

Similarly, when we have lots of invoices (Sales & Purchases) for the same work site, we can set up a project code - it would be useful to be able to select all invoices for that work site (delivery address) and allocate them to the Project Code.

  • Guest
  • Jun 28 2023
  • We're Taking A Look At This
  • Attach files