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Bulk Financial Management Tools for Items

How to bulk-manage financial settings for Items

Ashlee avatar
Written by Ashlee
Updated this week

You can choose to bulk-manage the financial settings for your Items. To bulk-manage the financial settings for your items, select the items you wish to bulk-manage, this will automatically bring up the bulk-management menu:

From here you can select "Accounting/Tax" to manage the Accounting and Tax codes of these items, or "Financial" to manage the following Financial actions:

This allows you to use Set Price to set a price from an hourly rate; modify the Billable Type, change the Budget Type, or choose Apply Discount to apply a percent or dollar value discount to the items. If you are using the Set Price tool and are setting a price via either Margin or Markup, we also have a Financial Calculator tool here that will help you do calculate this.

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