Bulk Editing Expenses
As an admin, you may need to edit the fields of multiple expenses at once before approving them. For example, if you want to change the merchant name for a group of expenses, or if you've made a change to your category names you may need to update the categories en masse.
*Please Note: The function can only be applied to submitted transactions, not pending transactions.
There are several bulk actions you can take on expenses:
- Approve and Deny
- Reassign the approver
- Edit the Merchant
- Edit the Category
- Edit a Team Field
- Edit an Expense Field
Bulk Edit Expenses
To bulk edit expenses:
1. Check the boxes next to the expenses you would like to edit on the Card Transactions or Reimbursements page.
- To select all expenses that meet your filter criteria, check the box in the header row above the list of expenses to select all.
2. ClickEdit.
3. Check the box next to the field(s) you would like to change.
4. Input or select the new value from the dropdown.
- For merchant name, just type in the new name of the merchant:
- To edit the category, select from the dropdown of your Category list:
- To edit a Team field or Expense Field, choose the appropriate field and select from a dropdown of more specific information:
5. Click Save.