'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.

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

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

  1. Go to 'Banks' > 'Bank Statements' on the navigation bar.

2. Click on the 'Unposted' tab.

Note: If you need to fast-code posted transactions please see the article here on how to access them for editing.

How to Fast-Code

  1. Click on a column to sort data (if trying to find common data)

  2. Check multiple lines that you want to code or edit to the same fields

    • Hold SHIFT to quickly select all rows in between

    • Checked rows will highlight in green

    • Checked rows don't need to be consecutive

  3. Double-click to edit that cell for all rows highlighted green

    • Note: by doing this it will edit all highlighted cells to the same data - so be careful!

  4. Remember to hit Uncheck all as good practice before you move on


Example 1 - Bank Statement Data Fast-Coding

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.

Example 2 - Double Journal Entry using Fast-Coding

In the example below:

  • the user has decided to do an adjusting journal entry for bi-monthly VAT returns

  • at the beginning of the clip, the user has already entered dates and completed the first two lines

  • they then use the tricks of fast-coding to quickly complete the rest of the lines

  • by the end of the clip, the user just has to enter the amounts, and they're done

This is a less common use of the feature, but makes on-screen journals super quick!


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