Bulk editing transactions in FarmRaise Tracks helps you efficiently update multiple records at once. Follow this step-by-step guide to categorize expenses, assign products, and streamline your farm finances.
Steps to Bulk Edit Transactions
1. Access the Transactions Page
Log in to FarmRaise Tracks.
Click on Transactions in the left-hand menu.
2. Search for Specific Transactions
Click Search Transactions at the top of the page.
Adjust the date range if needed:
Click the date filter and select a month or custom range.
Click Apply to update the results.
Use the search bar to find specific vendors (e.g., Walmart or Tractor Supply).
3. Select Transactions for Bulk Editing
After filtering your transactions, click Edit Multiple (found on the right-hand side).
Click Select All to choose all transactions in the filtered list.
Review your selections:
If some transactions don’t fit the bulk edit, manually unselect them.
The number of selected transactions will be displayed at the top.
4. Edit Transaction Categories
If transactions have multiple categories assigned, you’ll see a message indicating this.
Choose the correct category (e.g., “Other/Personal” or “Feed”).
Ensure no unwanted products are assigned.
5. Save Your Changes
Click Save to apply the edits.
Transactions will now be updated under the new category.
6. Additional Editing Options
Assign Products: You can assign a product to transactions during bulk editing.
Adjust Date Range: If you need to edit older transactions, adjust the date range and repeat the process.
Edit Revenue Transactions: This process also works for revenue entries.
Need Help?
If you have questions about bulk editing in FarmRaise Tracks, contact our support team. We're happy to assist! 🚜✨