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What actions can I take on selected rows?

Select the rows, and the actions that apply to them appear at the top of the table, for example Reject invoice or Delete.

When you select one or more rows, the actions you can take on them appear at the top of the table. Which actions you get depends on the table and how many rows you have selected.

How to do it

  1. Select the rows by clicking the row number in the column on the left. Use Shift-click or Ctrl-click (Cmd on Mac) to select several.

  2. At the top of the table it says how many rows are selected, for example 5 selected.

  3. Click the action you want to take.

Actions for selected rows at the top of the Invoice table.

Examples of actions

  • One invoice selected: Edit, Share invoice, Reject invoice, Re-invoicing, AI processing, Copy row and Delete.

  • Several invoices selected: Reject invoice, Re-invoicing, Edit account and link, AI processing, Copy rows and Delete.

  • Rows in other tables: For example Copy row and Delete row.

Good to know

The actions apply to all selected rows. Check your selection before you delete or reject.

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