Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Not Available: Xero Practice Manager, APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI
Bulk Update allows users with Create Invoice permission to update multiple invoices at the same time, helping practices efficiently manage invoice information.
Depending on the invoice status and the field being updated, different options may be available. For example, users can bulk update Draft invoice Invoice Date, update the Filing Status of invoices, or delete Draft invoices in bulk when they are no longer required.
Using Invoice Bulk Update
When bulk updating invoices, up to 10,000 invoices can be selected and bulk updated at one time. For large updates, it is recommended to run the bulk update at the end of the day to help reduce delays to other bulk update actions in FYI, or create an automation using the Update Invoice step to schedule the updates automatically.
To bulk update invoices:
- Navigate to an Invoice list, then select one or more invoices in the list.
Review the invoices selected to ensure you have selected only the invoices that should be updated or deleted. - Click the Bulk Update button in the toolbar.
- The Invoice Bulk Update drawer displays.
- Update the Invoice details you want to change.
- Apply to will default to the selected invoices in the list.
- Click Run. A message displays confirming that the Bulk Update has been scheduled. Click on the link to view the Practice Activity or check the Automation History for progress.
Invoice Bulk Update details
The following invoice details can be bulk updated in FYI.
| Invoice details | Bulk Update |
| Invoice Date |
The date assigned to the invoice. The Invoice Date can only be updated when the Invoice Status is Draft. For Draft invoices, select from:
Merge Fields can also be used. For example, selecting End of Month from the General Merge Field section will populate a Date merge field. Updating the Invoice Date also updates the Due Date based on your practice's Invoice Settings. For example, if invoices are due 7 days after the Invoice Date and the Invoice Date is changed from 1 September to 5 September, the Due Date is updated from 8 September to 12 September. |
| Filing Status |
Update the Filing Status of an invoice. Select from:
|
| Status |
The Status to assign to the invoice. Draft invoices can be updated to Deleted. If the invoice Status is not Draft when the bulk update runs, the Status will not be updated. |
| Custom Field | Select a Custom Field to update on the invoice. |