Power Editor is a robust tool designed to streamline the process of finding, reviewing, and bulk editing invoices, bills, receipts, payments, and refunds all in one convenient location. With Power Editor, you can efficiently search for transactions, make necessary changes, and update multiple entries simultaneously.

Accessing Power Editor

To find the Power Editor tool, you must either head to Tools > Power Editor, or head to Sales > Invoices/ Purchases > Bills > Bulk Edit

Filtering Transactions

You can then use the filters to find the transactions you wish to edit. You can filter by:

  • Document type (e.g. invoices, bills, etc)
  • Reference
  • Summary
  • Contact
  • Date range from/to
  • Document number from/to
  • Account code

Pro Tip: Use the asterisk wildcard '*' at the beginning and/or end of the Reference and Summary filters to search for transactions containing the search term instead of an exact match on the whole text.

Selecting Transactions for Editing

To select transactions for editing:

  • Check the tick box in the left column header, or
  • Use the 'Select all' button to choose all listed transactions.
  • Alternatively, select individual transactions using the tick boxes on each line.
  • For quick selection, hold the Ctrl key on Windows or Command key on Mac and click on multiple rows, or hold the shift key and click on successive rows.

Handy Shortcut: Pressing the spacebar also selects and deselects transactions!

Editing Transactions

Once you have selected the desired transactions, click on the 'Edit' button. This will open the editing panel where you can adjust the:

  • Reference
  • Contact
  • Account code
  • VAT rate
  • Date

Lastly, click Save to confirm the changes and every selected transaction will be updated with the new information you entered into the edit panel.

Note: The Power editor will not edit some fields if a selected transaction has been included in a VAT return or has a payment allocated to it. These fields will be identified with a warning icon and will be disabled. This is to protect the integrity of your accounting information.