How to select transactions to bulk code or delete
In the Actuals - Needs Action screen, Identify the bank transactions that will use the same farm code.
Hover over one of the transactions and put a check in the box that appears on the left.
NOTE: After you have selected a transaction, the screen will turn blue.
Continue to select additional transactions to include in the bulk code batch.
Review selected transactions
The top left corner of your screen will display the number of transactions selected
Click the X next to the number selected to un-select all chosen transactions alternatively you can un-tick them individually from the bank transaction list
Bulk code or Delete
When you are happy with your selection:
Click Delete, to delete the selected transactions
Click Code, to Bulk code the selection.
A box will pop up for the details of the bulk code batch.
Bulk Code details
In the bulk code transactions box:
Enter the Code to apply to the selected items.
NOTE: Production and livestock transactions that require more detailed information are not suitable to bulk code. These codes will not be available for you to select.
Add a Description for the selected items.
Click Code to code and save the selected items.
The selected transactions will now be coded and moved directly to the completed screen.