How do I bulk update non-work order spends?
Amend Key Fields In Bulk.
Via Import
- Users can head to Settings and find the Uncaptured Spends area
- From here, they can select Import under the actions wheel
- Users will then see the option to download a template of their existing spends
- Users can download this, amend any rows within the sheet and then re-upload it
Via Bulk Functionality
- Users can head to Settings and find the Uncaptured Spends area
- From here, they can utilise the checkboxes to select multiple records at once
- They can then select Update within the blue bar
- A side pane will appear with various amendable fields
- Users can toggle the fields on they need to amend and make any changes before hitting Next
- Users will then be shown a confirmation screen to check they are happy with the pending changes before they hit Confirm
- Users will then see a processing screen which will show when the changes have successfully been made
