Ember's bulk categorisation feature is here!
How you use this depends slightly on if you are a sole-trader or a limited company.
Sole-trader
Currently, bulk categorisation is only available for sole traders on their attached business bank accounts.
To use the feature:
Head to your business transactions tab
Open your transactions to review
Use the search function to find similar transactions by description
Click the three dots in the top right-hand corner
Select multi-select
select applicable transactions using the checkbox
next, you have a few options. Categorise, VAT Rate or Approve
Categorise
By selecting categorise you are able to bulk-edit the selected transactions to your preferred category
simply search for the appropriate category, and then select this category which will change all of the affected transactions
VAT Rate
From here you will be able to change the applicable VAT rate for all transactions selected
After selecting the new VAT rate you are then able to click select VAT rate
Approve
Lastly, once you are happy with the transaction's category and VAT rate you will be able to approve these in one click!
Limited Company
To use the feature:
Head to your transactions tab
Open your transactions to review
Use the search function to find similar transactions by description
Click the three dots in the top right-hand corner
Select multi-select
select applicable transactions using the checkbox
next, you have a few options. Categorise, VAT Rate or Approve
Have any more questions?
If you are unsure then please reach out to our talented team of qualified accountants who are always on hand to offer expert advice as and when you need it.