In this article you will read how you can change company settings for multiple companies at the same time. In this way you can apply company settings that you want to use for all companies with just a few clicks.
Changing settings
Via Manage / Organisation / Companies multiple companies can be selected, then choose 'Edit' via the Bulk action.
Then select the setting you want to change by ticking the checkbox on the left side of the screen and then indicate via the right checkbox whether this setting should be enabled or disabled.
In the example below, 'Exempted from VAT' is enabled for all selected Companies:
In the example below, 'Automatically export bookings to the accounting package' is disabled for all selected Companies:
Once 'Save' is clicked, the action will be executed. A notification will be shown for this:
Edit report
When an action cannot be executed, a company edit report will be sent to the email address of the person who attempted to perform the action. This report lists the warning(s) and error(s). This may apply, for example, when a functionality is enabled that is not supported by the accounting package.
Points of Attention
In fields where normally company-specific values can be entered via a dropdown menu, only the code must be entered when using the bulk action. This can for example be the code of the creditor or the code of the VAT code. Lookup fields (dropdown menus) are not available in a bulk action. In the example below, code 4600 is the code of the creditor to which all receipts must be booked: