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How to edit my Data in Bulk?

Updated over 10 months ago

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: 

If you have any additional questions, please reach out to our support: [email protected] 

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