Fast-coding means you can assign and code multiple entries to the same ledger account at once. You can also edit in bulk the Date, Details, Reference or Tax rate.
How to Fast-Code
Access the relevant batch and click Edit.
Click the relevant column to sort its data.
Examples:
You can sort all the Receipts together and apply the same sales account to them all
You can also select the transactions by their Details
Select the multiple lines that you want to amend with the same data:
Select the first row, then Hold SHIFT and select the last line. This will select all rows in between.
Alternatively, hold CTRL to select specific rows: checked rows don't need to be consecutive.
Checked rows will show in green.
Double-click the first row to edit it. It will automatically populate the rest of the selection.
⚠CAUTION: Be careful as this will edit all highlighted cells to the same data.
The example below shows how cells can change for multiple lines at once:
📌TIP: Remember to click Uncheck all as good practice before you move on.
Examples
Bank Statement Data Fast-Coding - example
Bank Statement Data Fast-Coding - example
In the example below:
The batch included over 200 transactions.
We sorted the Details column.
We selected multiple lines of the same Details to fast-code the Account and Tax code.
Example:
We selected all the lines labelled as -Three mobile-, and applied the -Telephone and internet - account.
We selected all the lines labelled as - Xerox - and applied the - printing - account.
Double Journal Entry using Fast-Coding - example
Double Journal Entry using Fast-Coding - example
In the example below the user has already entered the dates and completed the first two lines.
The clip shows how the user selects the first transaction with data together with the other transactions without data.
By clicking the field already filled within each column, the system automatically replicates the same data into the rest of the selection.
