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:

You can select up to 100 rows of the table at a time at a time by adjusting the rows presented in the table at the bottom of the window.

Once entries are selected, you can Post, Approve, Delete, etc. by clicking the Actions button:

Index of Bulk Actions

Different actions are available based on the module you are creating bulk actions within:

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

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