Edit Bulk Transactions

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Mass Edit Transactions 

This feature enables users to edit multiple transactions at once using a mass action, providing the same editing capabilities as the single transaction "Edit Transactions" favorite action. This streamlines batch corrections and updates, saving time and improving data consistency.

Key Functionality

  1. Mass Edit Action
    • The favorite action, "Edit Transaction", is available in Timesheet.  
    • The action now is updated so that all the fields are editable.
  2. Edit Form
    • The mass edit form displays fields that are editable at the transaction level which are:
      1. Office
      2. PPE
      3. Pay Period
      4. OT Plan
      5. Purchase Order
      6. PO Number
      7. Extra 1-4.
      8. Reference 1 and 2.
    • Users can update one or more fields for all selected transactions in a single operation.
    • Fields left blank in the mass edit form remain unchanged for the selected transactions.
    • The purchase order field will be blank while editing transactions since the tranastions could be relating to multiple customers. 

Note: Mass edit transactions could affect a lot of transactions at once, so users will need to be careful for the action.