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How To Bulk Edit Expenses in MyFINANCIALS – Webapp

Looking to streamline your expense management and financial data in Moorr? The Bulk Edit feature is here to help! Bulk editing consolidates multiple cards into easily readable information, ideal for annual reviews or catching up on overdue financial checks. This feature provides a seamless and swift method to effortlessly view and edit your expense items with utmost efficiency.

Two things to remember before we start:

  • Bulk Edit IS NOT accessible via the mobile app.
  • Bulk Edit is ONLY AVAILABLE on the Expenses card tray.

To Bulk Edit your Expense items:

  1. Head to “MyFinancials” on Moorr.
  2. Access the Expenses card tray.
  3. Spot the pencil icon at the tray’s upper left corner and click to enter the bulk editing area.
  4. Once inside, you’ll find all your expense items ready for editing.

Check out our YouTube tutorial on How to Bulk Edit your expenses in MyFINANCIALS.

 

For Further Insights:

  • Learn more about Bulk Add, Bulk Edit & Highlight Unused Items (Expenses Only) here.
  • Navigating MyFINANCIALS: Search, Filter & Sort – click here
  • New to Moorr? Learn more about how the structure was organised with the Summary of Tiered Relationships here.
  • Visit our dynamic Moorr website at moorr.com.au or explore everything Moorr, on our YouTube channel here.

 

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