My colleague has conscientiously marked a whole load of customer invoices as paid. Unfortunately, they should have been paid to the Holding Account NOT the Current Account. Is it possible to do a bulk change? or should I export/import them?
You can do this using the bulk recoding tool from the nominal account view of the current account rather than the “bank statement” view. You can get to this view by clicking the magnifying glass next to the “current account” entry on either the balance sheet or chart of accounts - on the CoA it’s under the assets and liabilities section which is collapsed by default. Now use the checkboxes on the left to select the items you want to move (remembering debit and credit are backwards from what you’re used to on the bank statement view - “credit” transactions are money out and “debit” transactions are money in), then the “move to new code” button at the top should give you the choice of all your other bank accounts in the 12xx nominal code range.
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