Bulk actions

You can use Bulk Actions to perform various tasks on multiple clients in a single step, without the need to open and close client details. Bulk actions are available to both Admin & Client Manager roles.

From the Client Dashboard you can use bulk actions to:

  • Export Client Details
  • Assign User to Clients
  • Assign Clients to Group
  • Set Reminder

Client Dashboard

  1. On the Client Dashboard you will find the Bulk Actions button. With no client(s) selected, this button will be deactivated.

  1. Select each client you wish to apply bulk actions to:

Now the Bulk Actions is activated.

Export client details

With your clients selected:

  1. Go to Bulk Actions > Export Client Details

This will create a CSV export of the selected client details including:

  • Name
  • Username
  • Account Status
  • Package
  • License Expiry Date
  • Chart of Accounts
  • Last Bank Rec Date
  • Accounting Period End Date
  • Business Type
  • Address Line 1
  • Address Line 2
  • Town/County
  • Country
  • Postcode
  • Telephone
  • Email Address
  • Website
  • Last Login Date

Assign user to clients

With your clients selected:

  1. Go to Bulk Actions > Assign User to Clients

The Assign User to Clients window displays:

  1. Select the user from the User menu. If you wish, you can add more clients during this step. Start to type a clients name in the Clients field and you will see the matching options available for you to select.

You can remove clients from the list by selecting the trash can.

  1. When you are happy with the selected clients, select Assign.

This user is now assigned to the clients selected.

Users need to be created in Additional Usersbefore they can be assigned to clients

Assign Clients to Group

With your clients selected:

  1. Go to Bulk Actions > Assign Clients to Group

The Assign Clients to Group window displays:

  1. Select the user from the Client Group menu. If you wish, you can add more clients during this step. Start to type a clients name in the Clientsfield and you will see the matching options available for you to select. 

You can remove clients from the list by selecting the trash can.

  1. When you are happy with the selected clients, selectAssign.

The selected clients are now assigned to the chosen group.

Groups need to be created in Client Groupsbefore clients can be assigned to them.

Set Reminder

With your clients selected:

  1. Go to Bulk Actions > Set Reminder

The Step 1 of 2 - Select Clients window displays:

If you wish, you can add more clients during this step. Start to type a clients name in the Add Clientsfield and you will see the matching options available for you to select. 

You can remove clients from the list by selecting the trash can.

  1. When you are happy with the selected clients select Next to proceed to Step 2 of 2 - Set Reminder :

  1. Complete the details of the reminder. When you have complete the details, select Set Reminder. The selected clients now have a reminder set.