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