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Bulk edit & Create rules for Line Items in Fullscreen
Bulk edit & Create rules for Line Items in Fullscreen
Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over 3 months ago

The Fullscreen view in Datamolino offers a clear and organised way to manage line items. It allows you to see all item details alongside the original document preview, making it easier to review and edit your documents.

How to Access Fullscreen View

Features Available in Fullscreen View

Bulk Edit Line Items

Quickly make changes to multiple items at once, which helps speed up the document processing. This is useful when several items require the same coding.

Create Rules for Future Coding

Previously, Datamolino remembered your coding preferences based on exact matches in item descriptions, but now you can create and edit these rules as needed. After bulk editing, save time by creating a rule that applies the same coding conditions to future documents. This ensures that similar items are consistently coded according to your preferences.

If you do not see the option to create a rule while bulk editing line items, make sure that you have paired the document to a Xero or Quickbooks contact first. The option will then appear.

Export documents to your accounting software

Additionally, you can ๐Ÿ‘‡

Apply Settings to All Items

Use this feature to apply common settings, such as Ledger Account, Tax Code, and Tracking Categories, across all items.

Add and Delete Items

Code Items Individually

After youโ€™ve made your changes, click โ€˜Saveโ€™ to confirm.

You can export document from here to your accounting or return to the document detail screen.

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