Bulk Actions

Documents are selected by checking the box next to the row. Once at least one is selected, a floating bar will appear at the bottom with options for what can be done with the selection.

What can be done in bulk

• Download in the selected format or download originals.
• Send to connected accounting.
• Move to a folder.
• Add or remove a label.
• Delete to trash.

Select All

The checkbox in the header selects the loaded page. If there are more documents matching the filter than are loaded, a bar will appear saying "select all N". This will then select documents that are not yet visible on the screen.

The difference is important for downloads: the first option downloads what you see, while the second downloads what matches the filter.

Downloading

The selection is always downloaded. Formats are divided in the menu based on what you will do with the result: table (CSV, Excel), document for reading (PDF), accounting formats, data (JSON, XML, YAML), and document originals as ZIP.

CSV, Excel, JSON, XML, YAML, Pohoda, and Money S3 are combined into one file. Other formats are one file per document, so they will come in a ZIP. Excel 97-2003 can only be downloaded for a single document.

Only documents of the same type belong in the table — an invoice and a fuel receipt have different columns and a shared CSV would have half of it empty. Such a selection will be rejected; narrow it down with a filter to one type. Only completed documents are downloaded; those waiting for review, in progress, and failed will be skipped.

At most 5,000 documents can be processed at once, and 500 for originals. Large batches are sent in parts as the server reads them from the database, but the browser will assemble the entire file, so expect it to take some time when dealing with thousands of documents.

Bulk Sending to Accounting

This runs in the background. The result is shown in a bar above the list, not in a window — in the meantime, you can click around the application and you won’t miss any updates. A batch can include at most 500 documents, and only one can run at a time.

Each document is sent separately, so an error with one does not stop the rest. The exception is an expired access to accounting: this would repeat for each subsequent document, so the batch stops and the rest remain unsent. In the end, you will receive a summary: how many were created, how many were already there, how many failed and why.