To complete the steps in this article, log in to your account from a web browser at waveapps.com.
Bulk actions allow you to manage multiple transactions at once.
Bulk categorization, tax application, or account edit
Bulk review
To bulk review your transactions:
- On the left-side menu, click Accounting > Transactions.
- Select the checkbox to the left of the transactions you want to review.
- Click the checkmark at the top middle of the page.
- In the pop-up, click Done.
To bulk review your transactions while completing other bulk edits, select the checkbox next to Mark selected transactions as reviewed in the pop-up window.
Bulk delete
To bulk delete your transactions:
- On the left-side menu, click Accounting > Transactions.
- Select the checkbox to the left of the transactions you want to delete.
- Click the trashcan icon at the top left of the page.
- If you see a pop-up, click the checkbox next to stand-alone transactions, invoice payment transactions, or both.
- Click Delete.
Once a transaction has been deleted, it can’t be recovered.
Bulk categorization, tax application, or account edit
To bulk edit your transactions:
- On the left-side menu, click Accounting > Transactions.
- Select the checkbox to the left of each transaction you want to edit to the same account.
- Click the pencil icon at the top left.
- In the pop-up, for the Edit field, click Category, Sales Tax, or Account.
- For the Change to field, click the option to change your transactions to.
- To add another bulk edit to the selected transactions, click Add another bulk edit and select the next edit from the dropdown.
- Click Apply.
You can add multiple sales taxes to your transactions.