Bulk actions allow you to perform an action on multiple transactions simultaneously.
Perform a bulk action
- 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.
- When you are satisfied with your choices, select the Actions menu in the bar that appears.
- 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?
Chat with us here, or reach out to your assigned Customer Success Manager.