Taking Bulk Actions on Multiple Expenses

In Planful for Marketing, you can update multiple expenses with a single click.

Navigate to Manage > Expenses > All Expenses.
The Expenses page appears, select any Segment.
Select multiple expenses, and click the tool icon.
Select Actions.
From the Action dropdown list box, select the required option.
The confirmation box appears, click Ok.
Likewise, you can move groups of expenses to a different Segment, Close them, Add GL Code, assign them to a Vendor, and so on.

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.

Documentation Index

Taking Bulk Actions on Multiple Expenses