Overview
Weighsoft provides a feature to export all account data, allowing bulk updates to be made in Excel before re-importing the changes back into the system. This is useful for making widespread updates efficiently while maintaining data integrity.
Steps to Export and Update Accounts
Navigate to Administration.
Click on Admin Functions.
Scroll down to the Update Accounts En Mass section.
Click on the "Update Accounts En Mass" link to open the filter page
Edit the filters as required to isolate the required accounts for the export
When you have set the required filters, click on the Export button to generate the export file
⚠️Important: Recommendation: Save an unaltered copy of the workbook before making any changes. This serves as a backup in case a rollback is needed.
Editing the Workbook
Open the downloaded Excel file.
Make the necessary updates to the account data.
Each tab in the workbook corresponds to a tab in the account modification screen used for individual accounts.
When you have made the required changes, save the file somewhere easy to find (your PC desktop, for example)
Within the export, the following items are available to amend within each tab:
Accounts
Account Manager
Sic Code Sales Rep
Cash Sales Account
No Post
Broker
Key Customer
Direct Debit
Use Industry Standard Weights
Allow Jobs with Zero Value
Carrier Reg
WCID Expiry
Source
Weighbridge Prevent Job Creation When Credit Limit Exceeded
Weighbridge Warn When Credit Limit Exceeded
Invoices
Price Group
Create Invoices
Email Invoices
Attach Images to Invoices (Stop Attaching Images To Invoices when viewing the account directly in Weighsoft)
Invoice Include Override
Cash Invoices
Use REI Contract
Category
Bypass Credit Limit Checks
Credit limit Warn if above credit limit
Credit limit Stop if above credit limit
Nominal Account Code
Nominal Cost Code
Nominal Dept Code
Notes
Notes
Reference 1
Reference 2
Reference 3
Reference 4
External Reference 1
External Reference 2
External Reference 3
External Reference 4
Misc
Bank Account No
Sort Code
Payment Gateway Account Name
Set RMC Margin
Set Quote Margin Alert
Set Customer Order No on Quote Output
Address Area Required Email BCC
Disable No Movement Alerts
Defaults
Auto Tick Send Ordered By Email
Auto Tick Send Contact Email
Advanced Waste Report Format
Trade
Enable
Min Count
Price
As Percent
Tickets
Disable Tickets On Invoices
Disable Tickets On Skip Invoices
Disable Tickets On Material Invoices
Disable Tickets On Weighbridge Invoices
Disable Tickets On Trade Invoices
Disable Tickets On RMC Invoices
⚠️Warning: Do not modify the Account ID or Account No columns. These are critical for linking changes to the correct accounts in the system. Altering these fields will have potential knock-on effects across the entire system
📌Note: If there are any accounts in the export that do not need to be edited you can delete the rows.
If the export field does not contain the field you want to change then it cannot be edited en masse. If you would like to get a field added to the export file for the future you can request it via the Ideas Portal.
Importing the Updated Workbook
Return to the Import/Export screen.
Click Choose Files to select the updated workbook.
Click Import to upload the changes into Weighsoft.
