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Bulk editing in the Action Hub

Sigrid-Solo

G'day Solmates!

The idea: Add the ability to bulk edit and categorise transactions directly from the Action Hub, making it faster and easier to tidy up multiple entries in one go.

You guys bring good ideas on the daily, and we've had two Solmates (thank you @Jonagrey and @CqC) share very similar suggestions recently about bulk editing and categorising expenses and income. We’re bringing both ideas together here so the whole conversation (and all the votes!) can live in one place.

We’ll pop their original suggestions in the comments so they get full credit for the epic idea!

If this would help streamline your workflow, add your vote and share any insights you have in the comments! The more we know, the better we can make Solo 🙌

Status: Accepted

Comments

Jonagrey

Multiple Selection of Expenses
Currently you have to tap on each expense to edit details like:
Expense type / Payment Category / Supplier / Notes

I have a lot of fixed and variable expenses daily like subscriptions & tolls...so would be great if I could bulk edit them by selecting line items in one go pls

Originally posted here: Multiple Selection of Expenses | MYOB Community

CqC

Bulk categorization tool
I'd love to see a bulk categorization tool - most of my income is catagorized as generic 'sales', as it's the bank feed from my eftpos. Can you add a 'select' feature to the transaction review process so I don't have to do it 30 times in a month? Please?

Originally posted here: bulk categorization tool | MYOB Community

sarahrobyn

I think a great feature would be the capability to select multiple lines whilst going through our Action Hub.

Originally posted here: Multi select in Action Hub | MYOB Community

engravingempori

I currently have over 300 transactions to go through and its killing me. I feel like I cant catch up now because it takes so long to get through them one at a time 🤦‍♀️

kikustoms410

I would like to be able to select multiple transactions at the same time and categorise them accordingly, it takes far too long doing them individually.

This has been raised 10 months ago, I'm seriously leaving this app if this isn't implemented, far to long to take no action on this problem

engravingempori

AGREED!

Sigrid-Solo

You guys spoke, and we listened!

Our product team is officially working on a few solutions for this idea 🙌

We'll most likely be seeing these in the app in the new year, but we don't have a confirmed timeline just yet. We'll keep you posted every step of the way, of course!

Ideas and feedback here in the forum have a huge impact on what features come to light, so keep'em coming!