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Managing Multiple Receipts at Once

When you need to update several receipts - like adding tags to all business expenses or changing the category for a batch of imports - bulk operations save you from tedious one-by-one editing.

Selecting Multiple Receipts​

Using Checkboxes​

  1. Hover over any receipt to reveal the checkbox
  2. Click to select
  3. Repeat for additional receipts

Select All​

Click the checkbox in the header row to select all visible receipts. If you have filters active, only filtered receipts are selected.

Range Selection​

Hold Shift while clicking to select a range of receipts between your first and last click.

The Bulk Action Toolbar​

When you have receipts selected, a toolbar appears with available actions:

Available Bulk Operations​

Bulk Edit​

Change common fields across all selected receipts:

FieldWhat It Does
Store NameUpdate the merchant name
CategorySet the default category
Company TypeChange the store/partner type
Smart Category Assignment

When you bulk-assign a category:

  • Multi-item receipts: Category is set at the receipt level (default category)
  • Single-item receipts: Category is assigned directly to the line item

This prevents over-categorization and keeps your data clean.

Adding Tags​

Assign one or more tags to all selected receipts:

  1. Click "Add Tags"
  2. Select tags from the dropdown
  3. Click Apply

Tags are additive - existing tags on receipts are preserved.

Removing Tags​

To remove tags:

  1. Click "Edit Tags" (or similar)
  2. Uncheck tags to remove
  3. Apply changes

Deleting Receipts​

Remove multiple receipts at once:

  1. Select the receipts to delete
  2. Click Delete
  3. Confirm in the dialog
This Cannot Be Undone

Deleted receipts are permanently removed along with their line items and attached images. Double-check your selection before confirming.

Context Menu Actions​

Right-click on selected receipts for a context menu with additional options:

ActionDescription
EditOpen bulk edit dialog
Add TagsOpen tag assignment
Assign to AccountMove receipts to different account
CopyDuplicate selected receipts
DeleteRemove selected receipts

Common Bulk Operation Scenarios​

Tagging All Business Expenses​

  1. Use search: client meeting OR conference OR business lunch
  2. Select all results
  3. Add tag: Business

Fixing Imported Store Names​

Sometimes imports create duplicate store names like "REWE City" and "REWE CITY":

  1. Search for the incorrect name
  2. Select all matching receipts
  3. Bulk edit > Store Name > Enter correct name
  4. Apply

Categorizing Uncategorized Receipts​

  1. Filter by "No category" (in advanced filters)
  2. Group similar receipts by selecting them
  3. Bulk edit to assign appropriate category
  4. Repeat for different groups

Preparing Tax Documents​

  1. Filter by date range (tax year)
  2. Add filter: Category contains "Business"
  3. Select all
  4. Add tag: Tax 2024
  5. Export to Excel for your accountant

Tips for Efficient Bulk Operations​

Combine Search and Filters​

Use search to narrow down, then filters to fine-tune. This makes selecting the right receipts easier.

Work in Batches​

If you're recategorizing many receipts, work category by category rather than trying to do everything at once.

Use Tags for Workflow​

Create tags like "Needs Review" or "Pending" to track which receipts you've processed.

Check the Count​

Always verify the selection count before applying bulk operations. "47 selected" when you expected 5 means something's off.

Limitations​

Some operations can't be done in bulk:

  • Editing line items (each receipt's items are unique)
  • Changing transaction type (Expense to Transfer)
  • Modifying amounts
  • Editing dates

For these, you'll need to edit receipts individually.

Part of the Receipt Management guide series.

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