Skip to main content

Bulk Actions

When you need to take the same action on multiple invoices at once, bulk actions save you from processing them one by one. Select a group of invoices and apply an action to all of them in a single step.

Selecting Invoices​

To select invoices for a bulk action:

  1. Go to the Invoices list.
  2. Click the checkbox on the left side of each invoice you want to select.
  3. To select all invoices on the current page, click the Select All checkbox in the table header.

A bulk action bar appears at the top of the list when one or more invoices are selected, showing the count of selected invoices and the available actions.

Available Bulk Actions​

Submit for Approval​

Sends all selected invoices into the approval workflow. This is the same as clicking "Submit for Approval" on each invoice individually, but applied to the entire selection at once.

Before using this action, make sure the selected invoices have been reviewed and their notices resolved. Invoices that are not in Needs Review status will be skipped.

Delete​

Permanently removes the selected invoices from the system.

warning

Deleting invoices is irreversible. Deleted invoices cannot be recovered. Double-check your selection before confirming a bulk delete.

Export​

Exports the selected invoices as a downloadable file for reporting or record-keeping purposes.

How to Use Bulk Actions​

  1. Select invoices using the checkboxes (see above).
  2. Click the bulk action button in the action bar that appears at the top.
  3. Choose the action you want to apply (Submit for Approval, Delete, or Export).
  4. Confirm the action in the confirmation dialog.

The action is applied to all selected invoices. You will see a success or error notification when the operation completes.

Combining Filters with Bulk Actions​

Bulk actions are most powerful when combined with filters and saved views. Here is a typical workflow:

  1. Filter the invoice list to show exactly the invoices you want to act on (e.g., status = "Needs Review", vendor = "Acme Corp").
  2. Select all filtered invoices using the Select All checkbox.
  3. Apply the bulk action.

This lets you process large groups of invoices efficiently without scrolling through the full list.

tip

Create saved views for the groups of invoices you frequently bulk-process. For example, a "Ready to Submit" view with filters for invoices in Needs Review status with zero notices. Then you can open the view, select all, and submit in seconds.

Learn More​

We use cookies to understand how visitors use our site.