How do I code many bank transactions at once?
ForLandlordsProperty managers
Who can do this
Landlord; Organization users with Create Transactions.
Where to find it
Bank Feed Review → the toolbar.
Steps
- Tick cards, or Select all.
- Apply a category to all of them.
- Click Post N ready (or Create draft for N ready). Use Ignore N to ignore them instead.
What happens next
"Category applied to N transactions" and "Posted N transactions"; any failures are listed.
Did this answer your question?