Introducing Bulk edit & Add of Assets!
Managing your Assets just got a whole lot easier! After the success of the bulk add and edit of expenses and borrowings we have extended the ability to your Asset entries! (Income to come in due time!)
Want to quickly update all of your bank balances or your Asset values? Click on the bulk edit and you can do this very quickly!
What to expect?
The features:
- Bulk Add (Assets)
- Bulk Edit (Assets)
Platform: Webapp
Bulk Edit Dialog
Effectively managing your Asset position our Bulk Edit feature provides you with the capability to make changes to your current values effortlessly. Now, you have the convenience of bulk editing all your active Assets all at once.
What functionalities does this dialog offer?
- View a list of all Asset item categories
- Ability to quickly edit all of your bank balances (Great for checking the change in your cash position!)
- Ability to quickly edit all of your asset values
How do you get there?
Bulk Add Dialog
Just getting started? You can quickly add in your Assets in the Bulk add section.
This will create as many as you need, keep in mind when you bulk add the purpose is speed, we will only collect crucial information to help you get going – however there is much more detail in the main cards, so always good to check those out to make sure your data is as complete as you need for insights!
What functionalities does this dialog offer?
- View a list of all Asset item categories
- Create a Asset card from the provided grouped list to add.
- Add multiple cards by clicking the plus button on each item, and adjust quantities as desired.
- Once satisfied, create these cards by clicking ‘create.’ This action will generate the cards and navigate you to the Bulk Edit dialog to fine-tune the values on your new cards.
- Newly created cards are easily identified by the ‘new’ label.
