Spend categories help classify transactions and support automation to streamline reconciliation. They can be assigned at the card or transaction level, and can also be applied in bulk to multiple transactions.

Please follow the steps below to bulk edit Spend Categories: 

1. Log in as a user with an Admin, a Pro, or an Auditor profile. 

2. Navigate to the Transactions page or the Accounting page.  

3. Use the filters at the top of the page to locate the transactions you want to edit.

4. Check the transactions you want to edit. 

5. Navigate to the upper-right part of the user interface, click the 3 dots and select Bulk update Spend Categories.

Note: The menu items above are grouped by subject, and the items listed may differ, depending on the enabled features, such as ERP integration, for your Mesh environment. 

6. Select the Spend Category and choose whether to update the Custom Fields and the Receipt and Memo Policy based on the selected Spend Category. When you are done, click Next. 

7. Review the Summary and click Update.

8. You can check that the Spend Category of the mentioned transactions presents the updated fields by clicking on one of the transactions.