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Data table: Exports and bulk actions

Article author
Jonathon Plowman-Samson
  • Updated

Summary

Bulk actions allow you to perform an action on multiple transactions simultaneously.


Perform a bulk action

  1. Select entries to include in the bulk action.
    • Select individually: Select the checkboxes in line with specific transactions.
    • Select all: Select any checkbox, then use Select All in the bar that appears.
    • Select all on page: Select the first checkbox on any page in the Data Table.
  2. When you are satisfied with your choices, select the Actions menu in the bar that appears.

  3. Select one of the following options: 
    • Export Selection as XLSX: Export the selected transactions, including all associated journal entries, into an Excel spreadsheet.
    • Export Selection as CSV: Export the selected transactions, including all associated journal entries, into an Excel spreadsheet.
    • Mark as Normal: Mark the selected transactions as "normal".
    • Create Tasks: Create tasks for your audit plan in MindBridge.
 

Anything else on your mind?
Log in to MindBridge to chat with us, email support@mindbridge.ai, or reach out to your assigned Customer Success Manager.


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