When to use bulk export
👉 When is bulk export useful?
Use bulk export when several documents are already ready and you trust the extracted data. It is best for regular suppliers where the contact and coding are already familiar. If a document needs close review, open it individually before exporting it.
Starting a bulk export
👉 How do I open the bulk export screen?
Select the documents you want to export using the checkboxes, then click Bulk Review.
👉 Can I select documents across different folders?
No. Bulk Review works inside a single folder. If you need to export documents in bulk from different folders, work through them one folder at a time.
👉 Can I bulk export documents from any tab?
No - Bulk Review is only available in the Ready tab.
👉 Can I bulk edit invoices before exporting?
The bulk view lets you review documents and update shared coding, such as contact, account, tax code, or tracking category, before sending the batch.
How to bulk export
To bulk export from the bulk review screen, you have two options:
👉 Export by supplier
Click Export All on the right side of the supplier group to export all documents for that supplier only..
👉 Export by supplier
Click Export All in the top right corner to export all documents on the screen at once.
