Taking Bulk Actions on Multiple Expenses

How to efficiently update multiple expenses with just one click

Select Multiple Expenses and apply actions to them

1. Select multiple expenses in Plannuh, by clicking on the checkboxes to the left of expenses.
2. Then select bulk actions from the Action menu on the top right of the table, and apply that action to all the selected expenses with one click.
   

For example, you can move groups of expenses to a different segment, close them, apply a GL code to them, assign them to a Vendor, and so on. This saves you time and helps keep your data more accurate.

Note: Even when you are done taking bulk actions on expenses, you will still have them selected. You can quickly unselect them by double-clicking on the very top left checkbox.