Description
Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.
To access bulk edit functions within the application, you can select the checkboxes at left of any row in a Table, as well as select the very top left checkbox to select all options within that page of the Table. You can filter to find a set of options for bulk action, such as filtering the Journals Table by an End Posted Date to post Journals through that date.
For bulk actions like posting many Journals, this is always prompted with a confirmation message:
You can select up to 1,000 rows of the table at a time.
Once entries are selected, you can Post, Approve, Delete, etc. by the options displayed at the top of the tables.
Index of Bulk Actions
Different actions are available based on the Object you are editing/taking action on:
Journals
Post
Delete
Invoices
Delete
Issue
Void
Update
Get PDFs
AR Credits
Delete
Issue
Void
Update
Get PDFs
Bills
Approve
Void
Delete
AP Credits
Approve
Void
Delete
Payments
Approve
Void
Delete
Purchase Orders
Issue
Un-Issue
Delete
Get PDFs
Sales Orders
Issue Quote(s)
Reject Quote(s)
Delete Quote(s)
Get PDFs
Crypto Transactions
Delete
Merge
Update