This feature allows for more automation scenarios which means less time spent on coding your invoices.
Mass edit allows you to edit your Supplier Automation settings in bulk for all Xero contacts.
WHEN to use this feature?
If you're setting up a new client on Datamolino and want to set defaults for all existing contacts, e.g. change approval status, tracking category or other coding for this folder.
If you use multiple folder structure for one company, usually each folder requires different coding based on a project/location/company branch the folder represents.
WHERE to find it?
Inside a folder, select Folder Menu - Accounting & Automation.
In the Automation Contacts tab you can setup default rules for all existing supplier and customer contacts using the Mass Edit Supplier / Customer Automation Settings option.
Select the type of contact you want to edit Supplier / Customer and click on Mass Edit Supplier / Customer Automation Settings.
Edit the attributes you want and click on Save.
Change settings you wish to apply as defaults.
Choose 'Keep settings' for parameters that you DO NOT wish to edit.
Select 'Clear settings' for parameters which should be reset to blank on all contacts.
NOTE: This is one-off action and updates only the existing contacts in Datamolino.
If you want to preset default coding for any new contacts added through Datamolino, please set up the 'DEFAULT SETTINGS'.