ActiveBooks Documentation
Importing Data in ActiveBooks
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- Introduction
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  Accounting Dimensions
  Accounting Dimensions Filters
  Bank
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  Purchase Invoice
  Inter Company Invoices
  Credit Note
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  Taxes
  Item Tax Template
  Tax Withholding Category
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  Tax Category
  Pricing
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  Exchange Rate Revaluation
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  ActiveBooks to QuickBooks Migrator
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  Accounting Reports
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  Advanced
  Multi Currency Accounting
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  Process Deferred Accounting
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  Freeze Accounting Entries
  Post Dated Cheque Entry
  Adjust Withhold Amount in the Payment Entry
  Bulk Payment Entry
  Difference Entry
  Changing Parent Account
  Withdrawing Salary from Owner's Equity Account
  Common Receivable Account
  Freeze an Account
  Round of Account Validation Message
  Purchase Tax or Charges Categories
  Types in Sales and Purchase Tax Template
  Manage Foreign Exchange Difference
  Recurring Orders and Invoices
  Delivery from Sales Invoice
  Exchange Rate Field Frozen
  Fiscal Year Creation
  How To Customize Cash Flow Report
  Immutable Ledger In ActiveBooks
  Purchase Invoice - Account Type Error
  Fixing Fiscal Year Error
  Stock and Accounting Module Integration
  Merging Accounts
Stock
CRM
Selling
Buying
HR
Projects
- Project
  Project and Managing Expenses
  Salary Slip from Timesheet
  Activity Type
  Project Template
  Timesheet
  Projects
  Introduction to the Project Module
  Project Profitability
  Project Reports
  Project Type
  Project Update
  Project from Customer Portal
  Activity Cost
  Project Costing
  Project
  Tasks
  Project Views
  Sales Invoice from Timesheet
  Delayed Tasks Summary
  Project Profitability Report
- Articles
  Make A Colorful Gantt Chart

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System Configuration

Bulk Renaming of Records

Bulk Renaming allows renaming multiple records at once.

PreviousSession Defaults NextBulk Update

Last updated 3 years ago

You can rename a document in ActiveBooks (if it is allowed) by going to Menu > Rename in the document.

Alternatively, if you want to rename a whole bunch of records, use the Rename Tool.

Go to: Type 'Rename Tool' in search bar.

You can also merge documents by renaming them.
For example, if you have a customer named Steve and a duplicate named Steve1, you can go to either of them, click on Menu > Rename and tick the 'Merge with existing' checkbox.
This will merge all the linked documents of both documents.

Alternatively, if you want to rename a whole bunch of records, use the Rename Tool.