Does anyone have any workaround for editing saved ...
# general
c
Does anyone have any workaround for editing saved search? Reports > New Search > Type: Transaction > Filter for Invoice > Main Line: True / Yes > Submit the report and the results allow for editing but the date is not editable only the columns with the pencil. I'm trying to mass edit dates on a transaction but need a workaround
a
It’s best to update this via CSV. Export your search population with the Internal ID exposed. Then do a CSV update with Internal ID and your new date in your CSV file. Please consider your due dates changing, as Terms+Date control that, if you don’t want your due dates changing then map them again when you do the CSV run.