As an admin, you may need to edit the fields of multiple expenses at once before approving them. For example, this is useful if you want to change the merchant name for a group of expenses. If you have updated your category names, you may also need to update the categories in bulk.
You can only use this function on submitted transactions. It does not apply to pending transactions.
Types of bulk actions
You can take several bulk actions on expenses:
- Approve or deny
- Reassign the manager
- Edit the merchant
- Edit the category
- Edit a team field
- Edit an expense field
Bulk edit submitted expenses
To bulk edit expenses:
- On the Card Transactions or Reimbursements page, check the boxes next to the expenses you want to edit.
- To select all expenses that meet your filters, check the box in the header row.
- Click Edit.
- Click the checkbox next to the field you want to change.
- Enter or select the new value from the drop-down menu.
- Click Save.
Bulk edit and submit pending submissions
As an admin, you can edit, queue, and submit transactions on behalf of users. This reduces the need to wait for users to take action.
On the Transactions page, go to the Pending Submissions tab. Use bulk edit to update multiple expenses at once, then submit them to keep everything moving. The Status column helps you track progress and monitor workflows.