Updating Multiple Transactions at Once

The Mass Update feature allows you to change, as applicable, the schedule, effective date, amount, and/or Active status of all the transactions/items in your current view. You can perform a mass update from the transaction list page or from the Quick Edit page (if applicable). Mass update changes are automatically saved.

Note:  Remember that the changes may affect transactions/items beyond what is displayed if the list is longer than one page.

To update multiple transactions at once

1. From the transaction list or Quick Edit page, choose Mass Update.

2. Mark the field(s) to update by clicking the checkbox to the left of the item, and enter the new value(s).

3. Choose Apply.