The GL Bible Worksheet allows you to make in-line edits without drilling down into individual transactions. You can make real time updates and re-code multiple transactions with a single submission.
1) From the Left Panel, navigate to Reports > GL Bible Report
2) Select the applicable parameters for your query and Click Build Worksheet
3) Within the Worksheet tab auto-size All Columns by clicking the hamburger button in any of the column headers.
4) Under Options, deselect the columns you do not want to see
5) Click into the field to type in the new coding and tab out after you enter the coding
ProTips: GL Codes, GL Descriptions, Series/Location/Set, Free Fields, Insurance, 1099, and Assets can be updated. GL Bank lines that have been cleared in a bank reconciliation, system generated lines like PC and AP offset, and Payment lines such as CK, MC, WR, EFT cannot be changed.
6) Click Save.
7) You've successfully made the updates!
8) Click Print to generate the report directly from the Worksheet
9) The report will open in the View tab where you can print or download it to your computer.