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Bulk Updates

This is represented as a group box header and facilitates the following.

To bulk update:

1. From the Bulk Update box, click on the Select button;

This selects all listed transactions in the list.

To select just a few transactions, activate the associated Select flag(s).

To un-select all, or previously selected transactions in the list, click on the Unselect button;

2. Click on the Edit button to edit certain details for all the selected transactions in one go;

3. Select the required Expense Group from the search engine on the right;

This field will be displayed unless the Display Expense Group flag is deactivated in Configuration Settings.

Activating the Set To Blank flag ensures that the field is set to blank instead of remaining unchanged.

4. Update Purpose if required;

Activating the Set To Blank flag ensures that the field is set to blank instead of remaining unchanged.

5. Select the Tax Receipt? from the drop-down list;

Possible values are "No change", "Checked" and "Not Checked".

6. Update the Description if required;

Activating the Set To Blank flag ensures that the field is set to blank instead of remaining unchanged.

7. Enter the relevant GL coding for these transactions;

These GL codes will be the same viewed in the Edit Expense and Verify Expense pages.

If these segment fields are left blank, they will not set the other codes to blank. When the updates are made to the existing Edit Expense pages, the fields populated shall have dependency rules applied when being set back to each transaction record. This will have the effect of updating the GL codes that were set during import of the transaction via import rules. Without dependencies, a field that is not supposed to be blank cannot be modified to blank.

8. Clicking the Submit button will progress the transaction(s) to the next logical workflow step in one go.

Notes:

· The Save button will save the changes but NOT progress the transaction(s) tot he next logical workflow step.

· The Reset button resets the field entries to what they initially were.

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