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:
Choose Status tab (Inbox, All, Waiting for..., etc.)
[ Optional ] Filter records by Job, Vendor, Cost Code, etc. (see Bill Statuses & Filters)
Select multiple records at once (Just place a Checkmark next to them!)
Then select an Action or Download
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
Choose Status tab (Inbox, All, Waiting for..., etc.)
[ Optional ] Filter records by Job, Vendor, Cost Code, etc. (see Bill Statuses & Filters)
Now select multiple records at once (Just place a Checkmark next to them!)
Then click Download button and choose between:
Download Selected
Download All
Select Download Type:
Transactions (XLSX): A spreadsheet of the records.
Backup (PDF): Individual PDFs of the selected records with a Table of Contents.
Backup (ZIP): One compressed ZIP file containing the all individual records within.
And you're done!
If you have any questions or want to share feedback, feel free to reach out at [email protected].