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Assigning a category or vendor to multiple expense records
Assigning a category or vendor to multiple expense records

How to set the category or vendor for multiple expense records

Michelle avatar
Written by Michelle
Updated over a week ago

Retrospectively add a category or vendor to multiple expense records at the same time.

To set the category or vendor for multiple expense records

1) Go to the Expenses page by clicking Expenses from the menu on the left.

2) Select the records to set a category or vendor to

3) Click on Set Category

or Set Vendor to assign to the chosen records

4) The change will be immediate, with a confirmation of the change appearing on the lower left of the screen

NOTE: Bulk actions of this kind cannot be reversed. Following bulk action records, any further changes to categories or vendors will have to be done individually or via a new bulk action.

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