Bulk Actions FAQs

• Filter and find fast: Quickly sort by category, tag, budget, receipt status, or sync status
• Select up to 100 transactions at a time
• Take action in bulk: Categorise, tag, assign budgets, and mark receipts as not required—all in one go
• Control your Xero sync: Pick exactly which transactions you want to sync, when you’re ready
• Export smarter: Download just the data you need—no clutter
• Streamline your workflow: One decision, applied instantly—no more tabs, no more repeats

Available now to all users on all plans.

Finance teams know what needs doing—but the admin can be overwhelming.

Manual updates slow you down, especially when preparing data for Xero. Bulk Actions changes that.

Now you can:

• Make one decision and apply it across multiple transactions
• Clean and prep data quickly before syncing to Xero
• Stay accurate, fast, and in full control of your finance workflow
• Reconcile end of month faster

What used to take an hour now takes a minute.

Bulk actions are available on all plans. If you can access transactions on desktop, you can use bulk actions.

• Admins can update all transactions across the organisation
• Users can update their own transactions
• If a user is a budget owner, they can also update transactions created by other users who are members of that budget

You can:

• Update or remove categories
• Update or remove tags
• Reassign budgets
• Mark transactions as receipt not required
• Selectively sync to Xero
• Export selected transactions

Bulk updates always start with a clean slate. This means:

• if you select a value for a field (like budget, category, or tag), that value will replace the existing value for all selected transactions
• if you leave a field blank, the existing value for that field will be removed from all selected transactions

This logic applies uniformly across all selected transactions. There’s no partial update or merge — what you choose is what gets applied.

1. Filter and select transactions
2. Click the actions button
3. Choose what you want to do
4. Confirm your update
5. Watch your changes progress

You’ll see immediate feedback on what succeeded, what didn’t, and why.

You can select either 25 or 100 transactions at a time.

This gives you better visibility and makes it easier to review and verify changes before applying them.

Not currently. You can only update transactions visible on the current page (25 or 100 per page).

We recommend using filters to narrow your view and work in manageable batches.

All available filters can be used to narrow down the transaction list before selecting items to update.

This includes budget, date, category, tag, receipt status, and more.

Yes. You can mark receipts as “not required” or clear that status for selected transactions.

This is helpful when reconciling exceptions or managing older transactions.

Not yet. A confirmation step is shown before applying any bulk update.

We recommend reviewing your selection carefully before confirming.

Every update is logged at the transaction level. This ensures full visibility and traceability of what was changed, when, and by whom.

You can view the full action log in a new window so you can review changes without interrupting your current workflow.

If a transaction can’t be updated, it will appear in the action log with a clear reason provided.

We log each transaction individually, so you can see exactly what was skipped and why.

Common reasons include:

• the user isn’t a member of the selected budget
• the budget doesn’t have enough available funds
• the budget is in a locked reporting period
• insufficient permissions to update the transaction
• transaction is not ready to sync to Xero
• transaction has already been synced to Xero

Most update failures are due to budget conditions. A transaction won’t update if:

• the user isn’t a member of the budget
• the budget doesn’t have enough available funds
• the budget is in a locked reporting period

• Xero skips transactions that aren’t ready to sync
• Xero also skips transactions that have already been synced
• If a new receipt is added to a previously synced transaction, that receipt will still be sent to Xero

This ensures only relevant changes are pushed.