While CashCloud allows you to track and manage individual Payments, changes across several items are often necessary. In CashCloud, you can take bulk actions for Batches, Payments, and Payees. Below we break down what bulk actions you can take within each of these.
Batch Bulk Actions
From the Payments tab, select Batches individually or by clicking the checkbox to the left of “Action” in the header, which will select all Batches on the current page.
Click “Bulk Actions.”
Batch bulk actions allow you to update the printing location for multiple Batches simultaneously or delete them entirely.
Payment Bulk Actions
From within a particular Batch, you can take bulk actions on several Payments with the same status. You can only take bulk actions within Payments where you have permission to make changes.
Go to the status where you want to make multiple changes and select the desired Payments. A modal will automatically appear that will allow you to make multiple changes.
In Approve: You can Approve, Reject, Void, Delete, or Change to ACH for the selected Payments.
In Sign: You can Sign, Reject, Void, or Delete the selected Payments.
In Disburse: You can Print, Reroute, Void, or Delete the selected Payments.
In Complete: You can Reprint, Reroute, or Void the selected Payments.
Note: You cannot take bulk actions when viewing All statuses or Processing Payments.
Payee Bulk Actions
From the Payees tab, select all desired Payees individually or by clicking the checkbox to the left of “Action” in the header, which will select all Payees on the current page.
A modal will appear that will allow you to make multiple changes, including Request Payee Info and Delete Payees. By selecting More Options -> you will also be able to Set Deposit Method, Enable Payshift, or Disable Payshift.
Payee bulk actions allow you to change deposit methods, enable/disable PayShift, or delete Payees.