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I need to update the expense category for all entries that come in from "vendorx". Is there an easy way to do this instead of going back 1 by 1 and updating & resaving?

 
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Re: I need to update the expense category for all entries that come in from "vendorx". Is there a...

Thanks for visiting the Community, kara1.

 

Yes, there is a way to update the expense category for "vendorx" in bulk.

 

There is a batch action that'll help you do this. Please follow the steps below:

  1. Select Expenses on the left pane and choose Vendors.
  2. Click the vendor's name.
  3. Under the Transaction List column, select the expenses that you want to update.
  4. Click the Batch actions drop-down and choose Categorize selected.
  5. Select the correct category and click Apply.

I've attached a screenshot below for your visual point of reference.

 

image.png

 

That should do it! Let me know if you have successfully updated the expense category or need anything else. Have a nice day ahead!

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