How to move many ledger lines to another account at once

Find the miscoded lines, tick them and move them in one go; Aqid ERP posts the correction as a journal and keeps a record of what moved and why.

Steps

  1. Start a reclassification

    Choose Accounting → Bulk reclassification, then New reclassification.

  2. Select the lines

    Pick the Source account, narrow by period, contact, source, description, cost center or project, tick the lines and choose Next.

  3. Choose where they go

    Pick the Target account, or keep the account and choose a cost center or project. Choose How it posts and check the totals in the preview.

  4. Reclassify the lines

    Add a Comment and choose Reclassify … entries: the correcting journal posts and the move is listed under its number.

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