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