Bulk Selection of Transactions in Accounting

This feature allows you to select and post multiple transactions at once against the same ledger account or contact. This enhancement helps reduce repetitive manual work and speeds up bookkeeping tasks within the Accounting section.

Previously, transactions had to be posted individually, one by one. With the new bulk posting experience, you can now:

• Select multiple transactions from the transactions table
• Post them in bulk against the same ledger account or contact
• Add additional accounting attributes before posting
• Apply a custom entry text across all generated accounting entries

This significantly streamlines accounting workflows, especially for teams managing high transaction volumes.

How bulk posting works

1. Select a transaction

When you select a transaction from the transactions table, the system automatically filters the table to display only transactions belonging to the same company.

This ensures that bulk posting actions are always performed within the same company context.

2. Select multiple transactions

Once more than one transaction is selected:

• The operations table becomes locked
• Only the option to add a ledger account or contact remains available

This helps maintain consistency across the selected transactions during the posting process.

3. Add accounting information

After selecting the ledger account or contact, you can complete any additional accounting attributes required before posting the entries.

4. Define the entry text

By default, each generated accounting entry inherits the concept or description from its original transaction.

If needed, you can also define a custom entry text, which will be applied to all generated accounting entries created during the bulk action.

Important note about accounting entries

Although the posting action is executed in bulk, the system still creates independent accounting entries for each transaction.

For example:

• If you select 3 transactions
• And post them against the same ledger account

The system will generate 3 separate accounting records in the accounting history.

This ensures full accounting traceability while still reducing the operational effort required to post transactions manually.

Benefits

Faster bookkeeping workflows

Bulk posting removes the need to process transactions one by one, helping accounting teams save time and reduce repetitive tasks.

Reduced manual effort

Users can manage large transaction volumes more efficiently with fewer clicks and less operational friction.

Preserved accounting traceability

Even when processed in bulk, each transaction keeps its own accounting record, ensuring a clear and auditable accounting history.