Bulk Actions here to improve your productivity
Bulk actions allow you to manage and edit all your Veryfi Documents in bulk.
That’s 1+ Documents vs. the traditional one-by-one method.
Veryfi supports the following bulk options:
Category
Tags
Vendor
Payment
Billable
Customer
Reimbursable
Move
Archive
Delete
Please Note: Bulk editing is supported inside the Veryfi web app only.
Step by step: How to activate bulk actions
1. Login to hub (web portal): https://app.veryfi.com/
2. Once logged in, navigate to Inbox > Documents (from left menu).
3. In the Documents view, you will see a prefix checkbox next to each document and one in the header.
– Pressing the top header one activates de/select all
– Pressing the individual one select a single document.
– Choose necessary action
Bulk DELETE action is also available for
Reports
Categories
Tags
Drives
Other Related Articles that might be helpful:
How do I move Documents to a different Profile or Team member?
Old receipts? Let's archive them
Categories vs Tags
Bulk Upload into Veryfi using Dropbox, Box or Google Drive
If you have any additional questions, please reach out to our support: support@veryfi.com