In the list of expenses, you may have more card expenses or employee claims without an account. You can add accounts to expenses with a bulk action. Adding accounts can only be used on expenses with the status Open, Submitted or Approved; not on Booked expenses.
Add an account
Use a filter to sort the specific expenses you want to add an account to. In this example, the expenses are filtered on a Supplier and a Status. Tick the boxes to the left of the expenses you want to add the account to and go to the Action drop-down menu in the top left.
Choose Add account.
Use the drop-down menu to select the specific account for the expenses you have chosen. Click Add to select.
A message will inform you that the system is working on updating all the chosen expenses. After a few seconds, all expenses will have the chosen account.
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The expense flow