Sigrid-Solo's avatar
Sigrid-Solo
MYOB Staff
2 months ago
Status:
New

Bulk editing in the Action Hub

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 🙌

expenses

3 Comments

  • CqC's avatar
    CqC
    Member
    2 months ago

    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 

  • Jonagrey's avatar
    Jonagrey
    Member
    2 months ago

    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