Bulk Review

How bulk actions work

From the Expenses tab, check the box next to multiple transactions to select them. The bulk action bar appears at the top of the list with available actions: Approve, Reject, Categorize, and Export. Select an action and it applies to all selected transactions at once. You can select transactions individually or use "Select all" to grab every visible item. Filters apply before selection, so you can filter by date, category, or status first, then select all filtered results.

Bulk approve

The most common bulk action. After reviewing a set of clean expenses (or after Smart Review confirms they are all within policy), select them all and approve in one click. Each expense is individually logged as approved with a timestamp and the approver name. Bulk approval is functionally identical to individual approval; it just saves time.

Bulk categorize

Select multiple transactions and assign them all to the same category and GL code. This is useful when the AI miscategorized a batch from the same vendor or when you are processing a group of similar purchases. The recategorization updates the GL mapping and trains the AI to code similar transactions correctly in the future.

Bulk export

Select specific transactions and export them as a CSV or PDF. Unlike full statement exports, bulk export lets you cherry-pick transactions for a specific project, vendor, or time period. This is useful for client billing, project cost tracking, and ad hoc audit requests. The exported file includes all transaction fields plus any attached receipt links.