Perform a Mass Transfer or Unit Adjustment Using an Integrated Workbook

Use the Transfer Assets in Spreadsheet integrated workbook to transfer multiple assets or adjust units.

1. On the Assets page, click the Transfer Assets in Spreadsheet panel tab.

2. Enter the book and click Next and then click OK.

3. Enter your login information when prompted.

4. In the Transfer Assets in Spreadsheet integrated workbook, enter required transfer information.

5. If you're adjusting units, enter new unit information.

6. When you're finished:

   • Click Save.

   • Set the posting status to Post and click Save and Post Transactions.