Bulk actions include due dates, assigning to users, and updating or completing the status.
When creating your XBert account and initially connecting files, we look back at the last two financial years and raise any potential risks onto your Work board. You may want to use the Bulk Actions feature to mark a previous period's XBerts as complete and start fresh or from a chosen date!
Follow the steps in this article to learn how:
Make your date selection from the Work board of the period of which you wish to mark the XBerts as complete.
Select XBerts only.
Select Actions then select Update Status
Select the items you want this to apply to and select NEXT. Note: The XBerts that are shown in this selection list are based on the period you chose on the Workboard (in step no. 1).
Select the Status COMPLETE and then select UPDATE.
All the XBerts will now have been completed and moved off your Work board. You can view your Completed folder whenever you'd like to go back and look at these XBerts.
You'll notice that completed XBerts will say 'XBert Resolved' or 'XBert Unresolved' under the status. This helps you determine if we have marked any XBerts as fixed/resolved in the accounting software so you can go back and view unresolved XBerts if you choose.
