Description
Across SoftLedger, there are several bulk edit functions available. This article will walk through a few examples.
To access bulk edit functions for Documents (Journal Entries, Invoices, Bills, and Crypto Transactions) and Payments, start by clicking the checkbox at the top left of the table:
This is followed up by a confirmation message:
You can select up to 100 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