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How do I edit multiple records at once?

Created on  | Last modified on 

Summary

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

Description

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, and more.

The Batch changes option isn't available in Sage 50 Accounts Essentials. To upgrade your package to include Batch Changes, submit your details and we'll call you back. 

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.
    The tab appears only when you can change details in that tab, otherwise it's hidden.
  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

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