Taking Bulk Actions on Multiple Expenses
- 1 Minute to read
- Print
- DarkLight
- PDF
Taking Bulk Actions on Multiple Expenses
- 1 Minute to read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
In Planful for Marketing, you can update multiple expenses with a single click.
- Navigate to Manage > Expenses > All Expenses.
.png)
- The Expenses page appears, select any Segment.
.png)
- Select multiple expenses, and click the tool icon.
- Select Actions.
.png)
- From the Action dropdown list box, select the required option.
.png)
- The confirmation box appears, click Ok.
.png)
- Likewise, you can move groups of expenses to a different Segment, Close them, Add GL Code, assign them to a Vendor, and so on.
.png)
.png)
.png)
.png)
.png)
Note:
Once you have finished applying bulk actions to expenses, they will still remain selected. To quickly unselect them, simply double-click on the checkbox located at the top left corner.
Was this article helpful?