Bulk Editing & Downloading Bills

Use Bulk Actions to Edit & Download multiple Transactions at once.

Matt Calvano avatar
Written by Matt Calvano
Updated over a week ago

To save time, you may prefer to Edit and/or Download multiple records simultaneously (instead of just one-at-a-time). Well, that's where Adaptive's Bulk Actions have you covered!


Bulk / Batch Actions

  • Quickly perform Bulk Edits or Bulk Downloads with these steps:

    1. Choose Status tab (Inbox, All, Waiting for..., etc.)

    2. [ Optional ] Filter records by Job, Vendor, Cost Code, etc. (see Bill Statuses & Filters)

    3. Select multiple records at once (Just place a Checkmark next to them!)

    4. Then select an Action or Download

    5. And that's it!

  • Bulk Actions can be performed on the following pages:


Bulk Edit

Below is a full breakdown of the Bulk Actions that can be performed and the pages they can be performed on:

    • Active

      • Deactivate

    • Inactive

      • Activate

    • Inbox

      • Ready for Approval

      • Archive

      • Ignore

      • Delete

      • Re-categorize as a Receipt

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Billable Status

    • Waiting for Approval

      • Approve

      • Reject

      • Revert to Draft

      • Archive

      • Ignore Sync Errors

      • Re-categorize as a Receipt

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Billable Status

    • Waiting for Payment

      • Revert to Draft

      • Archive

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Billable Status

    • All

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Billable Status

    • Inbox

      • Submit

      • Archive

      • Ignore Sync Errors

      • Delete

      • Re-categorize as a Bill

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Paid with

        • Set Billable Status

    • Waiting for Review

      • Sync to QuickBooks

      • Archive

      • Ignore Sync Error

      • Re-categorize as a Bill

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Paid with

        • Set Billable Status

    • All

      • Archive

      • Edit Properties

        • Set Vendor

        • Set Cost Code / Account

        • Set Job

        • Set Paid with

        • Set Billable Status

    • Request Documents


    • Close

    • Set Vendor

    • Set Cost Code / Account

    • Set Job

Bulk Download

  1. Choose Status tab (Inbox, All, Waiting for..., etc.)

  2. [ Optional ] Filter records by Job, Vendor, Cost Code, etc. (see Bill Statuses & Filters)

  3. Now select multiple records at once (Just place a Checkmark next to them!)

  4. Then click Download button and choose between:

    1. Download Selected

    2. Download All

  5. Select Download Type:

    1. Transactions (XLSX): A spreadsheet of the records.

    2. Backup (PDF): Individual PDFs of the selected records with a Table of Contents.

    3. Backup (ZIP): One compressed ZIP file containing the all individual records within.

  6. And you're done!

If you have any questions or want to share feedback, feel free to reach out at [email protected].

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