Bulk Edit Option
J
Jose Diaz Delgado
When service items are imported from QuickBooks Online into Financial Cents, both the Invoice Description and Service Description fields populate with identical text. Since these fields serve distinct purposes (client-facing billing vs. proposal scope language), they almost always need to be different. Editing them one by one is time-consuming, especially for solo-firms with a large service library.
What I am requesting:
Add the ability to bulk edit the Invoice Description and Service Description fields through one of the following methods:
- CSV Import/Export – Export the full service item list as a CSV, edit descriptions offline, and reimport with changes applied
2.Excel Spreadsheet Sync – A live or on-demand sync with Excel that allows edits to be pushed back into Financial Cents directly
There may also be other ways to resolve this but I believe that at least either solution mentioned would eliminate the need for manual one-by-one edits inside the platform.
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MEC Bulk Edit
K
Kara Taylor
Please add the option to bulk edit the status of transactions. I'd like to be able to bulk edit all transactions on the page "ready for review". And please allow more transactions per page!