Skip to content
logo Knowledgebase

How do I edit multiple records at once?

Created on  | Last modified on 

Summary

Use Batch Changes in Sage 50 Accounts to make changes to multiple records at the same time.

Description

Sometimes you may want to make the same changes to multiple records. For example, you might want to set the same payment due days on multiple customer records, or assign a group of products to a particular stock category. You can use the Batch Changes option to do this.

TIP:  The Batch changes option isn't available in Sage 50 Accounts Essentials. If you're interested in features such as Batch Changes in Standard and Professional, simply submit your details >

Resolution

Make batch changes

  1. Take a backup of your data.
  2. Open the relevant module, for example Customers, and select the records you want to amend.
    TIP: To select all records listed, click Clear then Swap.
  3. Right-click one of the selected records then click Batch changes.
  4. On the blank record, amend the required boxes.

    Boxes which you can't change aren't available. If none of the boxes on a tab can be amended, the tab doesn't appear.

  5. Click Save then click Yes.

Upgrading your licence

Need a little more room? To add extra companies, users, employees or more to your software licence, leave your details and we'll be in touch.

Leave your details

Image