The Tools menu allows you to make adjustments to the items you’ve selected using the check boxes down the left-hand side of the page.
The tools are your disposal are:
- Merge: combine two items into one item.
- Bulk edit: Adjust the Category field for multiple items at once
- Send via e-mail: Send a PDF and CSV file of your selected items to a specifiable e-mail address
- Move to Archive: Send your selected items to the client’s Archive
- Clear publishing data: delete the data associated with your selected items being published to a Cloud Accounting Software. These means that Receipt Bank will no longer detect if you’ve already published this item to your Cloud Platform.
- Flag: Add a Flag to each of your selected items. This will allow you to quickly identify these items and make them searchable using the Filter menu.
- Unflag: Remove a Flag from your selected items