Mass managing transactions is a great way to clean up your donations all in one swoop. This is common after migrating a lot of transactions into your platform you may need to perform a clean up especially if you have duplicate chart of accounts. In this article we will cover how to change the fund of multiple donations at once.
- Log into Elvanto as an Admin.
- Hover over Financial.
- Select Transactions.
- Select the Filter Drop Down.
- Select the Fund you would like to filter for.
- Select all the transactions you would like to edit.
- Select Mass Manage.
- Select your changes:
- COA / Sub Account
- Tax Deductible
- Select Perform Mass Manage.
Note: Your transactions will be automatically updated.
Mass managing transactions offers a convenient and efficient solution for cleaning up and organizing your donations. Whether you have migrated a large number of transactions or encountered duplicate chart of accounts, this feature allows you to perform a comprehensive clean-up in a single step. By following the steps outlined in this article, you can easily change the fund of multiple donations, ensuring accurate and streamlined financial records. If you have any additional questions please reach out to our support team.