bulk categorize
while in the banking module, please allow for items in uncategorized to be bulk categorized without the use of rules. For example, if I have 4 different transaction from 4 different restaurants, I would like to be able to select those 4 transactions, and click on button called 'bulk categorize' so that each one of them goes in Meal and Entertainment. I don't want to have to create rules first because that is 4 rules that I have to create, making my workload even greater. I realize I can then bulk categorize them, but that is defeating the purpose because the rules are vendor driven, not category driven.
Thanks!
Justin Boynton
shared this idea
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Anonymous
commented
The omission of this feature for someone migrating to zoho books is enough to make me want to go back to QB
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Guy
commented
Yes. This is necessary. Categorizing unrecognized transactions could be make so much quicker if we could just tick the box next to each item and choose the fields we want to apply the same values to.