Simply put, bulk actions allow you to perform an action on multiple transactions simultaneously!
To perform a bulk action, begin by clicking the blue check-boxes to the left of each transaction you want to include in the bulk action.
After making some selections, click the Actions drop-down above the table to view the available bulk actions.
You can perform the following bulk actions to a selection:
- Export Selection (as either XLSX or CSV): export the selected transactions, including all associated journal entries, into an Excel spreadsheet.
- Mark As Normal: mark the selected transactions as normal in MindBridge.
- Create Tasks: Create tasks for your audit plan in MindBridge.
If you would like to select all of the transactions on a page, click the blue check-box beside the "Transaction #" column header. To select all of the transactions in the Data Table, click Select all in the blue banner.