When to use bulk actions

You don’t have to open every document one at a time. From the overview you can select several documents and approve, forward, reject, or pause all of them in one action. This is the fastest way to handle a stack of straightforward, look-the-same invoices.

Good fit: routine, already-checked documents

Bulk approval works well when the invoices are clearly normal and you have already glanced at them. Combine bulk actions with a filter: select-all respects your active filter, so you can narrow the list down to exactly the batch you want and act on it in one go.

Poor fit: anything that looks off

Bulk approval is not appropriate when something seems even slightly unusual — a different bank account, a higher amount than usual, a supplier you don’t recognise. In those cases, open the document and review it properly. Time saved by bulk-approving a problem invoice is not actually saved.

Rejection deserves extra care

Bulk reject is rarely the right choice. Rejection is a strong action — it sends documents back to be re-coded — and you should only use it once you understand why each document is wrong. If you find yourself wanting to bulk-reject, that is usually a sign you should be writing notes asking for fixes instead.

Notes matter

Every bulk action prompts for a confirmation note. For pause and reject in particular, the note is shown to whoever picks the document up later, so it is worth filling in.