Mass Update for Existing Items

You can use mass update to update existing items. This includes accounts, personas, transactions, notes, contacts, finalized journal entries, and write-off pledges.

1. From Management, click Mass Update. The Mass Update page appears.

2. Under Update Existing Items, select an item to update. The Mass Assign Values page appears.

3. Under Select Query, select the category and query that groups the items to update. For more information about queries, refer to Queries.

   Note: When you update existing personas, transactions, notes, or contacts; finalize journal entries; or write off pledges through mass update, Account Return Type queries do not appear in the Query drop down menu in order to help you avoid updating all journal entries if you accidentally select an Account Return Type query.

4. If Update Type appears for your mass update, select whether to assign a value to all items in the query or to remove a specific value from the items.

   When you select to remove information, the value removes from the items in the query. However the item remains in the database.

5. If Action appears for your mass update, select whether or not to finalize journal entries or to allow future edits to them. For .write off pledges, select whether to write off the pledge and include a date or remove write offs from the pledges.

6. Select values for user-defined fields that correspond to the type of mass update.

7. Click Next. A preview appears.

8. Verify the changes. You can also view a report of the items that will be updated.

9. Click Next. A confirmation message appears.

10. To confirm, click Yes. When the mass update completes, a message appears to inform you the items have been updated. If you navigate away from the screen or log out before the update completes, the items update but the message does not appear.