Bulk Edit feature on Upload PDF Invoices

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This article deals with bulk edit feature on Upload PDF Invoices process and explains how to perform bulk edit operation.

The Bulk Edit feature helps manage a large number of Line Items and Firm Office data. It is available in two places:

Bulk Line Items (Step 2) Edit on Upload PDF Invoices.
Firm Office PDF Upload Invoice section on the Client Settings page.

Bulk Line Items (Step 2) Edit on Upload PDF Invoices.

For PDF Invoices with statuses Ready for Review and Ready for Review (Missing Fields), users need to review the uploaded invoice and update missing information for the line items. When there are bulk line items, users can use the Bulk Line Item Edit option on the Line Items (Step 2) screen of the Upload PDF Invoices workflow.

Steps to Update Bulk Line Items on Upload PDF Invoices

Instruction	Screenshot for Reference
On the Upload PDF Invoices screen, find the PDF Invoice that needs to be updated for missing fields in the List of Uploaded Invoices table. Click the Invoice Number link to proceed.
On the Preview & Submit (Step 5) screen, review the error messages displayed for the invoice.
Use the breadcrumb at the top of the screen to navigate to the Line Items (Step 2) page.
On the Line Items page, click the Bulk Edit button. A screen with the name Bulk Edit Invoice Number that allows you to update multiple line items at once. The following fields can be updated in bulk: Timekeeper Fee Code Expense Code Date Hours/Units Rate/Price Description All fields will display null values by default.
Select the line items to update by checking the boxes in the first column. Enter the missing information in the relevant fields. Note that updates cannot be made without selecting line items.
After entering the missing information, click the Update button. The updated line items will appear in the table.
Click the Save button at the bottom of the page. A success message will confirm that the updates were saved.
After saving, navigate back to the Preview & Submit page. Use the Save for Later button to store the updates in the database. Submit to Client button will submit the invoice to client, it will be disabled if there are any missing required fields on the invoice.

Firm Office PDF Upload Invoice section on Client settings page

This feature helps users to use the Bulk Edit option to update the Client setting PDF Invoice Upload for the firms that have more offices.

Note: This feature is editable only by M-Admins and read only for F-admins.

To update these settings, follow these steps:

Instruction	Screenshot for Reference
Go to the Firm Office PDF Invoice Upload section on the Client Settings page and click Export PDF Invoice Upload Settings. This will download an Excel file with all the Office settings to your computer.
Open the Excel file and make the necessary changes to the Office PDF Invoice Upload settings.
Return to the Client Settings page, find the Bulk Update Client Settings for Office PDF Invoice Upload section, and upload the updated Excel file by clicking Upload.
Once the upload is complete, a success message will appear. Click Save to finalize your changes.