{"id":1101,"date":"2026-10-15T13:04:25","date_gmt":"2026-10-15T13:04:25","guid":{"rendered":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/?page_id=1101"},"modified":"2026-10-15T13:04:25","modified_gmt":"2026-10-15T13:04:25","slug":"j-p-morgan-next-bulk-edit-transactions","status":"publish","type":"page","link":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/j-p-morgan-next-bulk-edit-transactions\/","title":{"rendered":"J.P. Morgan | Next: Bulk Edit Transactions"},"content":{"rendered":"\n<h2 id=\"processing-a-payment-requisition-916a9a0e-0559-44a2-b89e-c979b7f7a1fb\" class=\"wp-block-heading\"><strong>How to Bulk Edit Transactions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you frequently use the same budget center and account number for multiple transactions, you can save time by using the bulk edit feature to update several transactions at once.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step 1: SELECT &#8216;<\/strong>TRANSACTIONS&#8217;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">From the <strong>Transactions menu<\/strong>, check the box next to each transaction you want to update. Once you&#8217;ve selected all applicable transactions, click <strong>Edit<\/strong> in the top right-hand corner of the screen.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\"><div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"892\" src=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions-1024x892.png\" alt=\"\" class=\"wp-image-1103\" srcset=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions-1024x892.png 1024w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions-300x261.png 300w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions-768x669.png 768w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions-1200x1046.png 1200w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions.png 1391w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n<\/div><\/div>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Step 2: EDIT TRANSACTIONS<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">A new menu will open. Click <strong>Show More<\/strong> to view and review all selected transactions.<\/p>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"904\" src=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2-1024x904.png\" alt=\"\" class=\"wp-image-1104\" srcset=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2-1024x904.png 1024w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2-300x265.png 300w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2-768x678.png 768w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2-1200x1060.png 1200w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions2.png 1361w\" sizes=\"auto, (max-width: 709px) 85vw, (max-width: 909px) 67vw, (max-width: 1362px) 62vw, 840px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"535\" height=\"714\" src=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions3.png\" alt=\"\" class=\"wp-image-1105\" srcset=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions3.png 535w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions3-225x300.png 225w\" sizes=\"auto, (max-width: 535px) 85vw, 535px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">From here, you can update the <strong>Budget Center, Account Number, Expense Category, and Business Purpose<\/strong> for all selected transactions at once.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If the transactions share the same receipt, you can upload it here as well. If each transaction has a different receipt, you will need to go back into each individual transaction after saving to upload the appropriate receipt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This feature is especially helpful if you&#8217;re using the mobile app to take pictures of your receipts as purchases are made, but prefer to complete the remaining required fields later.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Once you&#8217;ve entered all the information, click <strong>Save<\/strong>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"579\" height=\"1008\" src=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions5.png\" alt=\"\" class=\"wp-image-1106\" srcset=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions5.png 579w, https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-content\/uploads\/sites\/24\/2026\/10\/2026-10-12-NEXT-bulkedit_selectalltransactions5-172x300.png 172w\" sizes=\"auto, (max-width: 579px) 85vw, 579px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 id=\"weekly-check-run-1f956bea-fc5e-4002-b493-46b9c112fc99\" class=\"wp-block-heading\"><strong>Support and Training<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We want to make this transition as smooth as possible for everyone. Here is how you can get help:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1:1 Training:<\/strong> You can schedule a personalized session by reaching out to any member of the Business Services team by emailing us at busserv@ccsdetroit.edu<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>How to Bulk Edit Transactions If you frequently use the same budget center and account number for multiple transactions, you can save time by using the bulk edit feature to update several transactions at once. Step 1: SELECT &#8216;TRANSACTIONS&#8217; From the Transactions menu, check the box next to each transaction you want to update. Once &hellip; <a href=\"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/j-p-morgan-next-bulk-edit-transactions\/\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;J.P. Morgan | Next: Bulk Edit Transactions&#8221;<\/span><\/a><\/p>\n","protected":false},"author":779,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":""},"class_list":["post-1101","page","type-page","status-publish","hentry"],"coauthors":[],"author_meta":{"author_link":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/author\/mpeck\/","display_name":"Michelle Peck"},"relative_dates":{"created":"Posted 5 days ago","modified":"Updated 5 days ago"},"absolute_dates":{"created":"Posted on October 15, 2026","modified":"Updated on October 15, 2026"},"absolute_dates_time":{"created":"Posted on October 15, 2026 1:04 pm","modified":"Updated on October 15, 2026 1:04 pm"},"featured_img_caption":"","featured_img":false,"series_order":"","_links":{"self":[{"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/pages\/1101","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/users\/779"}],"replies":[{"embeddable":true,"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/comments?post=1101"}],"version-history":[{"count":2,"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/pages\/1101\/revisions"}],"predecessor-version":[{"id":1107,"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/pages\/1101\/revisions\/1107"}],"wp:attachment":[{"href":"https:\/\/campus.collegeforcreativestudies.edu\/business-services\/wp-json\/wp\/v2\/media?parent=1101"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}