Using the Find and Replace tool in the Accounting History report, you can update the payee data in the transactions.
The tool is permission-based. To use this tool, make sure relevant permission is granted to your user in CStoreOffice®. For details, see Granting Role Permissions to Roles and Users.
To replace the payee data in one or several transactions:
- From the CStoreOffice® home page, go to Transactions > Tools > Find and Replace.
- Generate the report to find the transactions you need. For details, see Accounting History report.
- In the Filters section, click Replace.
- In the Replace Payee to list, select the new payee value.
- (Optional) Select the Place old payee data to memo option, if you need to keep the data about previous payee in the Memo field.
- Click the Replace button.
Additional Actions
To reload the form, click Find.
To select all transactions, click Mark All.
To unselect all transactions, click Clear All.
To open the Petrosoft Cloud Help, click Help.
To create a ticket, click Feedback.
