Adding multiple expenses to a project

paulhamblin · ‎October 28, 2019

I'd like to start using the projects feature, but I can't seem to find a way to easily select multiple expenses and add them to a project.

Most of my expenses are brought in as rules via the bank feed, and we use a lot of the same vendors for multiple projects. What I would like to be able to do is go to the 'expenses' page and tick the box next to lots of transactions then assign them to a project. At the moment I seem to have to open each expense, click the dropdown and find the project, which is going to take forever.

Any thoughts?

GeorgiaC · ‎October 28, 2019

Hey paulhamblin,

Currently there is no way to batch re-allocate the expenses against a project, the only way to change this on an existing transaction is to manually open and change the payee on the drop-down.

You are able to assign a project as a payee on the bank rule if you have expenses which are specific to one project/supplier.

We agree this would be a handy feature and would appreciate if you could leave feedback by going to the Cog Wheel > Feedback within your account as this will go directly to our developers.

Thanks

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