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Change a routing decision, or assign groups in bulk

A
Written by Andy

Change a routing decision after the fact, or assign the groups you skipped, once the data is in front of you.

Skipping the grouping question, or leaving some groups unassigned, is a normal way to work. DepreciationPro keeps track of what is still unrouted so you do not have to.


Where this is in the app

Before you commit the import: the confirmation line on the Map Columns step, where the grouping panel was. After you commit: a banner above the grid on the return's Assets tab.


Before you commit: Undo

While you are still in the import, the confirmation line carries an Undo link. Undo reopens the question and restores the group column to the normal mappable set.


After you commit: the reminder on the assets tab

If a return has assets that carry a source category but were never assigned to an activity or a GL account, a banner appears above the grid:

38 assets aren't assigned to an activity
Assign in bulk filters the grid to these assets and selects them. Review the selection, then use Edit to assign an activity or GL account in one pass.
​[ Assign in bulk → ]

Assign in bulk takes you straight to the unassigned assets, already selected. Dismissing the banner is fine. It comes back on a later visit while unrouted assets remain, and it disappears on its own as you work through them.


Assigning in bulk

  1. Choose Assign in bulk. The grid filters to assets with no activity, shows the Activity and GL Account columns, and selects every active asset in the filtered set for you.

  2. Review the selection. Uncheck anything you are not ready to assign yet; disposed assets are never selected.

  3. Choose Edit. Set the Activity or the GL Account for the whole selection at once.

  4. Repeat as needed. The reminder's count drops as you go, and clears itself when nothing is left.


This is also how you use both dimensions

One file gets one destination at import. If you need activities and GL accounts, route the import to whichever the file is really about, then use Assign in bulk and Edit to fill in the other.

Because the original label never goes away, the filter is still there whenever you come back to it. Next week or next season.


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