The Find and Update tool is a powerful bulk editing feature enabling you to search for multiple transactions matching specific criteria and update them simultaneously with consistent changes, dramatically reducing time spent on repetitive data corrections or recategorisations. This functionality is essential when you need to correct categorisation errors across numerous transactions, apply tracking categories retrospectively, update GST treatments after discovering incorrect tax coding, or reassign contacts to previously unlinked transaction sets.
Exacc's Find and Update interface provides sophisticated search capabilities allowing you to filter transactions by date ranges, account categories, transaction amounts, descriptions, contacts, references, GST treatments, and reconciliation status with support for combining multiple criteria using logical operators. Once you have identified the target transaction set, the tool enables bulk modifications to account assignments, GST codes, contact linkages, descriptions, references, and tracking categories, with options to replace existing values, append to current content, or clear fields entirely.
The system includes preview functionality displaying before-and-after comparisons of proposed changes, ensuring you can verify modifications before execution and preventing accidental data corruption from overly broad searches or incorrect update specifications. Find and Update maintains audit trails of bulk changes, processes transactions in batches to handle large datasets efficiently, and immediately reflects updates across all financial reports, account balances, and GST calculations, making it an indispensable tool for maintaining accurate accounting records when dealing with systematic errors or business process changes.
Want to learn the exact steps to effectively use Find and Update for bulk transaction modifications? Follow our guide below for a detailed walkthrough of the Find and Update process.
Search for and bulk update multiple transactions efficiently with powerful filtering tools
Your transactions have been successfully updated in bulk - corrections are applied consistently, categorisation is accurate, and your financial records reflect the changes immediately across all reports and dashboards.