---
title: "Taking Bulk Actions on Multiple Expenses"
slug: "taking-bulk-actions-on-multiple-expenses"
updated: 2023-10-20T08:07:28Z
published: 2023-10-20T08:07:28Z
canonical: "help.planful.com/taking-bulk-actions-on-multiple-expenses"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.planful.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Taking Bulk Actions on Multiple Expenses

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

![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/Bulk%20Actions%20on%20Expenses.gif?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)

1. Navigate to **Manage** **> Expenses > All Expenses**.![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/9(10).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)
2. The **Expenses** page appears, select any **Segment**.![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/10(7).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)
3. Select multiple expenses, and click the tool icon.
4. Select **Actions.**  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/21(1).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)
5. From the **Action** dropdown list box, select the required option.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/23(3).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)
6. The confirmation box appears, click **Ok**.  
![](https://cdn.document360.io/0921f66c-db36-4ecd-9931-7ca61d3c3bd6/Images/Documentation/22(3).png?sv=2026-02-06&spr=https&st=2026-10-26T12%3A58%3A50Z&se=2026-10-26T13%3A58%3A50Z&sr=c&sp=r&sig=wzmrVpuXfxHN1ByI5DfIs4nSU%2BLwPJot2Up7%2B7B%2FBnI%3D)
7. 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.