September 2024 Update

We’re excited to introduce a new feature in our Audit process that will make managing your vendor invoices quicker and more efficient. If you have ever found yourself manually updating multiple line items on a vendor invoice one by one, you'll appreciate our new line item multi-selector and bulk assign button!

Here is how it works!

  1. Select Multiple Line Items: First, you can select the line items you wish to update by using the checkboxes next to each item. You can choose one or multiple items as needed.
  2. Open the Bulk Action Menu: After selecting the items, click on the Bulk Assign button located at the top of the list. This will direct you to a pop-up window.
  3. Bulk Action Pop-Up: In the pop-up window, you will see the header Editing # Line Items: Bulk Assignment. This number indicates how many line items you are about to edit in bulk.
  4. Customize Your Bulk Assignment:
    • Single Type Requirement: If your selected line items have different types, you will first need to set a single type for all selected items. This is a required step before you can adjust other fields and ensures consistency across all items.
    • Adjust Remaining Fields: After setting the type, you can then customize the following fields:
      • Vendor Fee or Sales Tax Type
      • Service Level
      • Work Order
    • Fields such as start/end dates, line item amount, quantity, and description will not be displayed in this pop-up, as they are not applicable for bulk edits.
  5. Apply Changes: Once you’ve made your selections, click Save Changes to update all selected line items simultaneously.

Here is a quick video tutorial.

Learn more about how this fits into the Audit process.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.