Fast-coding most often refers to the ability to code multiple batch entry lines to the same account at once. You can also select multiple lines and edit other items such as the Date, Details, Reference and Tax rate.

Access the batch entries

To code your transactions, you’ll first need to open the batch:

Go to Banks > Bank Statements on the navigation bar and select the bank account.
Go to the 'Unposted' tab.

📌TIP: You can also edit transactions that are already posted, visit How to Edit Posted Transactions.

How to Fast-Code

Click the relevant column to sort its data (if trying to find common data).
Check multiple lines that you want to code or edit to the same fields:
Hold SHIFT to select all rows in between.
- Alternatively, hold CTRL to select specific rows: Checked rows don't need to be consecutive.
Checked rows will be highlighted in green.
Double-click to edit that cell for all rows highlighted green.
- ⚠CAUTION: Be careful as this will edit all highlighted cells to the same data.
Remember to click Uncheck all as good practice before you move on.

The example below shows how cells can change for multiple lines at once:

Examples

Bank Statement Data Fast-Coding - example

In the example below:

The user has imported over 200 lines of bank statement data,
They decide to sort by the Details column,
They begin checking multiple lines of the same kind to fast-code the Account and Tax code.

This is the most common use of the feature to fast-code bank statement data.

Double Journal Entry using Fast-Coding - example