Work on many receipts at once

Admins and accountants see a tick box at the start of each row on Receipts.

1. Filter the list down to the receipts you want, for example one month or one status.

2. Tick the receipts one by one, or tick the box in the header row to select every receipt on the page.

3. A bar appears at the bottom of the list with the number selected and what you can do with them.

   12 selectedClear selectionApproveRejectMark checkedSet categorySet category…Export

A selection holds up to 100 receipts. It covers only the page you see: moving to another page or changing a filter clears it. Press the cross (Clear selection) to start over.

• Approve and Reject decide every selected receipt, as on the receipt page. See Approve, reject and reopen.
• Mark checked clears the doubts on receipts that need review, once you have looked at them.
• Set category… gives them all one category. Choose No category at the end of the list to clear it.
• Export downloads the approved receipts among them. See Export to CSV or Excel.
• Delete, for admins only, removes them after you confirm.

Each receipt is handled on its own terms, so some may be skipped. When the action finishes, a line under the bar says what happened, for example:

“12 receipts recategorized. Skipped: 2 still being read, 1 already decided.”

A receipt is skipped when:

• it is still being read,
• it is already decided, and the action would change it,
• it needs checking first, when you approve (Approve takes only Ready receipts),
• it already is what you asked, such as the category it already has.