Introduction
In this guide, we cover various methods for editing transaction details in Ledgy. You can update information individually on the Transactions page or use bulk editing for multiple transactions. Each method is designed to accommodate different needs, whether you’re making a few adjustments or handling large-scale updates. Follow the steps below to choose the best approach for your situation.
Editing individual transactions
On the Transactions page, click on the transaction date to expand it.
Click the three-dot icon next to the transaction you wish to update.
Click Edit from the menu.
On the pop-up, update the relevant fields and once complete, click Save.
Editing one or more transactions using Bulk Edit
On the Transactions page, click on the Bulk Edit function in the top-right corner.
Depending on what type of transaction you want to update, you can use the dropdown menu to download the relevant Excel template. Once selected, click the Download transaction file button to download the template for bulk editing.
Open the bulk edit Excel file, which displays all data currently stored in Ledgy for the selected transaction type. Each field of data in Ledgy corresponds to a column in the edit file. Update only the information you wish to change. Important editing instructions are provided in the first row of the file - please do not remove this row. These instructions are also listed below for your reference.
Please ensure to keep the column Transaction ID unchanged, as this is necessary for Ledgy to identify and update the details of the relevant transactions.
In each row of transaction data on the template, do not delete information that hasn't changed. Simply leave the existing data as is and update only the fields you need to modify.
Once you have added all updates on your bulk edit template, save the file and drag or upload it into the drop box. If there are no errors in the import file, the message below should appear:
Click Edit now to finish.
Note: duplicate document names
Ledgy matches the Document names column by file name. If a document in that cell has the same name as another document in your company, Ledgy can't tell which file you mean. When you upload the file, that row is flagged as an error ("Bulk edit detected documents with duplicate names…") and isn't edited until it's fixed. This is expected and stops documents from being swapped by mistake.
To continue, do one of the following:
Rename the duplicate documents so every name is unique, then download a new bulk edit file.
Clear the
Document namescell for the affected rows so it's completely empty. Ledgy keeps the documents already linked to the transaction and applies your other edits to that row.