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Bulk Update the AR Aging

Add Notes, Labels and Files to the AR Aging in bulk

Instead of clicking repeatedly to add a Label (or Note, File or Workflow) to each Balance or Bucket, you can add them in Bulk.

This is similar to the format "paintbrush" in Excel. 

 

  1. Open the AR Aging.
  2. Click Bulk Update (top right)
  3. Select the tabs to bulk update any of:
    1. Labels
    2. Notes
    3. Workflows
    4. Files
  4. Click Start Bulk Updating.  Your cursor will change to paintbrush , showing you're in bulk update mode. 
  5. Click any Bucket amount or Balance amount to apply the Label, Note, Workflow and/or File.
  6. To stop bulk updating:
    1. Press Esc on your keyboard (top left) 
      ... or ...
    2. Click Bulk Update > Stop Bulk Updating