Bulk editing
Bulk Editing is a feature in Keeper to make it easier to bulk-edit transactions. You can think of this like the QuickBooks Accountant Reclassify Transactions tool, but it also allows you to edit Payees and filter and sort by any property of that transaction.
You can also use this tool to bulk-add transactions to your client's portal.
Bulk add to memo
If you have multiple client answers you want to add to their memo, here's how to bulk add those:
Go to the Transaction Questions or Uncategorized Transactions report
Select the transactions you want to edit
Switch to the Set Description tab of the bulk editor
Click Bulk add client responses
