Bulk Update
Using Bulk Update, you can filter multiple transactions such as credit notes, purchase orders, expenses, bills, and vendor credits, and update the accounts they are associated with to a new account in one go.
Scenario: The finance team reviews all transactions before the annual audit. They notice that a few consultant charges were mistakenly recorded under the Advertising and Marketing account instead of the Consultant Expense account. Updating each transaction individually would be time-consuming. To resolve this efficiently, they use the Bulk Update feature in Zoho ERP to update multiple transactions at once and complete their audit preparation on time.
Filter Transactions and Update Accounts
You can filter transactions based on specific criteria and update their associated accounts in Zoho ERP. To do so:
- Log in to your Zoho ERP organisation.
- Go to the Accounting module in the left sidebar.
- Switch to Bulk Update tab in the modular bar.
- Click Filter and Bulk Update.
- Enter the required filter criteria.
| Field | Description |
|---|---|
| Account | Select the account you want to filter. |
| Contact | Select a contact to narrow down the transactions. |
| Date Range | Specify the start and end date. |
| Total Amount Range | Enter the transaction amount range. |
- Click Search.
Based on the criteria you’ve set, the matching transactions will be displayed.
Pro Tip: You can also search for transactions that are associated with inactive accounts.
- Select the transactions you want to update and click Update.
- Choose the new account from the dropdown.
- Click Replace.
The selected transactions will now be updated with the new account.
Accounts that cannot be filtered
The following accounts are excluded from bulk updates:
- Accounts Receivable and Accounts Payable
- Unearned Revenue and Retained Earnings
- Fixed Asset accounts and inventory-tracked accounts
- Bank accounts
Warning: ulk updates cannot be undone. Since updating accounts in bulk can significantly impact your financial data, it is recommended to perform this action with the guidance of an accountant.
Note: You can update a maximum of 50 transactions at a time. Transactions that have already been filed cannot be updated.
Bulk Update History
You can track all your bulk update activities from the Bulk Update history.
To view the list of bulk updates:
- Log in to your Zoho ERP organisation.
- Go to the Accounting module in the left sidebar.
- Switch to Bulk Update tab in the modular bar.
Here, you can view the status and details of both ongoing and completed bulk updates.
To view detailed information such as the date, description, and status of a bulk update:
- Click a bulk update to view its details.
You can view the status and details of both ongoing and completed bulk updates.