Bulk Actions

Process multiple invoices simultaneously with bulk actions.

Selecting invoices

Use the checkboxes to select invoices:

• Click individual checkboxes to select specific invoices
• Use the group checkbox to select all invoices in a status group

When you have invoices selected, the bulk action bar appears at the bottom of the screen.

Available bulk actions

Bulk Approve

Approve all selected invoices at once:

1. Select the invoices you want to approve
2. Click “Approve All” in the action bar
3. Confirm the bulk approval

All selected invoices are marked as approved, and vendors receive notification emails.

Bulk Reject

Reject all selected invoices with the same reason:

1. Select the invoices you want to reject
2. Click “Reject All” in the action bar
3. Enter the rejection reason (required)
4. Optionally enable resubmission links
5. Confirm the bulk rejection

All selected invoices are rejected with your reason, and vendors receive notification emails.

Best practices

• Review invoices before bulk approving
• Use specific rejection reasons even for bulk rejections
• Consider processing similar invoices together
• Check the selection count before confirming

Limitations

• Bulk actions apply the same note/reason to all selected invoices
• You cannot mix approve and reject in a single bulk action
• Request Info is not available as a bulk action