Reviewing invoices in one comprehensive view and exporting them in a single go can be a major time saver. Realising our old Bulk Export become very clunky over time, we decided to improve this feature and simplify the experience for our users.

In case you have not been actively using this feature, learn why you may want to use the new Bulk export in your workflow now. If you already have been an avid user of Bulk Export, learn how we improved it.

This is how the former Bulk Export looked:

And this is the NEW improved version:

The old version was useful in its time but has grown very long in the teeth, hence we made the change to a cleaner and simplified outlook with more options added.

Why you may want to use Bulk Export

👉 Do bulk edit of multiple invoices at once - you can change ledger code, tax code or tracking categories for multiple invoices to the same values at once.

👉 Quickly review and export regular supplier invoices in one go.

👉 Easily code your one-off supplier invoices. You can either quickly assign an existing contact or create a new one without a need to go into the document detail.

How it works

There are two ways how you can get to Bulk Export.

  1. Export all ready invoices - Click the Review & Export button in your folder and the system will automatically fetch all invoices that are ready for export into the Bulk Export view.

  2. Export only selected invoices - Select invoices you wish to export by ticking the checkbox next to them in your folder and then click the Review & Export button.

Inside the Bulk Export screen, you can edit the following:

  • Contact

  • Ledger Code

  • Tracking Categories

You can select which lines you wish to edit. Plus, you can edit the invoice even on the line item level. If an invoice is from a new supplier, you can assign the existing one or create a new one in your accounting without leaving your export session.

Note: All edits made on this screen are saved to the documents. This means that even if you leave the export session, you can come back and start where you left off.

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