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Mass Update for Companies, Vendors, Users, and User Groups

How to update different records in Admin at once?

Instead of opening and editing one record at a time, Admin users can update many records at once across four entity types: companies, vendors, users, and user groups.

This is useful for changes that affect a large number of records the same way — for example, assigning a new default AP handler to a batch of vendors, or updating a role across many users at once.

Where to find it

 You can find the button in the upper-right corner on all of these pages: 

  • Companies — Admin > Companies
  • Vendors — Admin > Vendors
  • Users — Admin > Users
  • User Groups — Admin > User Groups

Example:

 

How to mass-update records

  1. Go to the relevant admin list (Companies, Vendors, Users, or User Groups). i.e what data you want to update.
  2. Select the checkboxes for the records you want to update.
  3. Choose the mass update action, then pick the field(s) you want to change and enter the new value.
  4. Review the affected records and confirm the update.

Note: Mass updates apply to every selected record immediately. Double-check your selection before confirming, especially for changes that affect approval routing or vendor default settings.