Knowledge

Overview

The Bulk Edit feature in Banking Feeds allows you to export multiple bank transactions to an Excel file, edit the information directly in Excel, and then import the file back into the system in just a few simple steps.

This feature is useful when you need to:

• Update Payee or Description information for multiple transactions at once instead of editing each row individually
• Adjust Credit or Debit amounts for transactions with discrepancies
• Quickly process a large number of uncleared transactions in a single operation

Prerequisites

Before getting started, make sure that:

• You have connected at least one bank account in Banking Feeds, and the account status is Verified
• The bank account already has transaction data synchronized into the system

Step-by-step Guide

Step 1 — Open Banking Feeds and Select a Bank Account

1. Go to Accounting from the main menu
2. Select Banking → Banking Feeds
3. In the dropdown at the top left, select the bank account you want to process — for example, ACB Bank
4. Check the account information, including Account Name, Status (must be Verified), and Last Updated
   
   

Note: If the account status is not Verified, you must verify the account before continuing.

Step 2 — Select Transactions to Edit 

1. In the transaction list, use the From Date / To Date and Status = Uncleared filters to find the transactions you want to process
2. Check the checkbox at the beginning of each row to select individual transactions
3. To select all transactions on the current page, check the checkbox in the header row (first column)
   

Step 3 — Export Transactions to Excel

1. Click the Bulk Actions button above the transaction list
   
   
2. A Bulk actions popup will appear 
3. Select Export to Excel for Editing, then click Confirm 
   
   
4. An Excel file named Export_banking_feeds_[date].xlsx will be downloaded to your computer

Step 4 — Edit the Data in Excel

Open the downloaded Excel file. The file contains the following columns:

Transaction ID: Unique transaction identifier — must not be changed

Date (YYYY-MM-DD): Transaction date in year-month-day format

Credit: Credit amount

Debit: Debitamount

Payee: Name of the payer/payee

Description: Transaction description

Edit the required information in the corresponding rows, then save the file.

⚠️ Important: Never modify the Transaction ID column (Column A). This ID is used by the system to identify and update the correct transaction. If changed, the import process will fail.

Date Format Note: The Date column must remain in YYYY-MM-DD format (for example: 2026-05-14). Incorrect formatting may cause import errors.

Step 5 — Import the Edited File Back into the System

1. Return to the Banking Feeds page 
2. Click the gear icon (⚙️) in the top right corner
3. From the dropdown menu, select Import Edited Transactions
   
   
4. The Import Edited Transactions popup will appear
5. Click Choose File and select the edited Excel file from your computer
6. Click Import 
   

7. Result After a Successful Import
   

   After the import is completed successfully, the system displays a green notification in the top-right corner of the screen: Imported successfully (N rows). 
   Here, N represents the actual number of transaction rows that were updated. The transaction list will automatically refresh, allowing you to immediately see the updated information, such as new Payee names or adjusted Credit and Debit amounts.
   Note: The system only counts and updates rows with valid data and actual changes compared to the original data. If the message shows “0 rows”, it means the imported file contains no differences from the current data in the system. Rows with missing required fields, or rows containing both Credit and Debit values, will not be imported into the system.