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Update financial codes in bulk to save admin time and increase the accuracy of your invoices.
by Joblogic MarketplaceAccurate invoices are essential to effectively managing your finances, so having the correct nominal and tax codes is critical when handling large quantities of invoices. To make it easier for your finance team to manage tax and nominal codes, we’ve developed the Nominal and Tax Codes—Bulk Application. The application allows you to update your accounting codes across multiple invoices in one form, ensuring that the information is correct but doing it efficiently so that it doesn’t waste time that could be spent on other activities.
Key Benefits
Select and update nominal and tax codes for multiple invoices in one go.
Use filtering tools to quickly identify invoices that need updates.
Apply codes from your predefined library to maintain consistency.
Minimise human error by standardising code application across batches.
Review selected invoices with their new codes before finalising changes.
Make adjustments on the spot to ensure accuracy.
Every bulk update is logged for transparency and compliance.
Easily track changes for internal reviews or external audits.
Role-based permissions ensure only authorised staff can make changes.
Built-in encryption and secure access controls protect sensitive financial data.
If you prefer reading, we’ve got you covered! Check out our User Guide here.
Finance and billing
Finance team
It’s a Joblogic Marketplace feature that allows you to update the Nominal Code and/or Tax Code for multiple records — such as jobs, invoices, or items — in one action, instead of editing each record individually.
Depending on your permissions, you can bulk-update nominal and tax codes on invoices, purchase orders, sales items, and other financial or stock-related records stored in Joblogic.
Apply filters to select the records you want to update (by date, customer, type, etc.).
Choose the new Nominal Code and/or Tax Code.
Apply the update — all selected records will be updated in a single action.
Yes. The tool provides a preview list so you can confirm the records to be updated before committing changes.