How to change the Fund, Campaign, or Approach on multiple existing transactions at one time

You may need to make changes to the assigned Fund, Campaign, or Approach on multiple transactions in your database. Rather than manually updating each transaction, we can Mass Update the transactions to update these values for multiple transactions at one time. Once we have the query the find all of the transactions, we will, first, ensure that the transactions are not finalized (finalized entries cannot be updated), and then, we'll Mass Update the target transactions.

Please note that this process will assign the same value to each of the transactions in the query.
First, we'll run a Mass Update to ensure that the transactions are not finalized
  1. Click Management
  2. Click Mass Update
  3. Click Finalize Journal Entries
  4. Select your query category and query name from the drop down menus
  5. Mark Remove Finalization
  6. Click Next
  7. Preview the results
  8. Click Next to run the Mass Update

Next, we will Mass Update the transactions
  1. Click Management
  2. Select Mass Update
  3. Select Update Existing Transactions
  4. Select your query category and query name from the drop down menus
  5. Below the Update Type heading, select Assign
  6. Select the value that should be assigned to each of the transactions from the Fund, Campaign, and/or Approach drop down menus
  7. Mark any User Defined Fields that you'd like to apply to each transaction
  8. Click Next
  9. Preview the results
  10. Click Next to run the Mass Update

Environment

 eTapestry

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