Batch Booking in the Import Feed
The REI Hub system now allows you to book multiple transactions at one time from the Import Feed. This is a convenient way to speed up your bookkeeping, especially when setting up the system or catching up on months of transactions.
Batch booking is only available for Revenues, Expenses, Ignoring, Unignoring, Deleting, and Undoing transactions. Over time, this feature will expand to support additional transaction types and actions.
- Ignoring a transaction removes it from unbooked status and leaves it in your import feed, but it does not create a booked transaction and, therefore, is not included in your records.
- Unignoring a transaction will undo the above action, restoring it to Unbooked status so it can be booked as appropriate.
- Deleting an unbooked imported transaction will remove it entirely from your import feed; you would need to re-add the transaction manually if you need to book it in the future.
- Undoing a transaction that has already been booked will revert it back to Unbooked status and remove the booked transaction.
The current status of the transaction determines what batch-booking actions you can take. For example, you can't 'Undo' a transaction that hasn't been booked yet or 'Unignore' a transaction that was never Ignored in the first place.
To book multiple transactions at one time:
1) Navigate to the Import Feed and click Batch Book
2) Choose your desired action from the 'Batch Option' dropdown and select the transactions
Check the box to the left of the transaction you wish to book or modify. To select all transactions on the page, check the box at the top of the transaction list (to the left of 'Date').
3) After selecting your action and transactions, click the black button to execute the selected action
After clicking the action button, you will be asked to confirm the action and the number of transactions that will be affected.
4) View your updated transactions in the Import Feed
