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Bulk Actions for Default Account Groups
Bulk Actions for Default Account Groups
Updated over 5 months ago

Select the 👁️ EYE to view the details of the Aging group

Select the 3 dot more menu, for bulk action items

Add billing notes, Add account notes, Add account tags are bulk actions that will apply to all accounts within the group.

The Suspend / Unsuspend accounts options will allow you to select All or specific accounts to apply this action to. You can also filter by Billing profile and or tags.

Within the details of the Accounts group, you can select filters to view specific accounts. Filter by Tags, Billing profiles and or Account status

The details within the Default Account Groups will update nightly based on the aging bucket of the customers invoice(s).

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