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 on the top left corner of the table, which will select all batches in this page.
Batch bulk actions allow you to update the printing location for multiple Batches simultaneously or delete them entirely.
For security and auditing purposes, you can only delete a batch if it is empty (it has no payments).
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, Reject, Void, or Delete the selected Payments.
In Processing: you can Retry payments that have an Output Status of Needs action.
In Complete: You can Reprint, Reroute, or Void the selected Payments.
⚠️ Warning:
1. You cannot take bulk actions when viewing All statuses.
2. If you would like to re-use the check number of a deleted payment, make sure to update the Last Check Number Issued field for the bank account used to issue that payment.
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.
Maximum Selection for Bulk Actions
Bulk actions can be applied to all entries on a single page at a time.
This means you can select up to the maximum number of rows shown on the page. For example, if the table can display 100 entries per page, you can select up to 100 items at once.
To select all entries on the page, click the checkbox in the table header at the top of the list. You can also use the Select all and Unselect all options to quickly manage your selection.
👀 Remember: Bulk actions do not apply across multiple pages. If you need to take action on more entries, move to the next page and repeat the process.