Batch Close Tasks

Have a lot of processed Bill Tasks? Administrators can use Batch Close Tasks to close multiple bills with just a few clicks. Let’s take a look at how it’s done.

Step 1. On the navigation bar, click ‘Tasks’

Step 2. Choose between ‘User Tasks’ and ‘Account Tasks’

‘User Tasks’ will only show tasks assigned to you. ‘Account Tasks’ will show the tasks for all the users across your account. Click a ‘Bill Tasks’ option to proceed.

Step 3. Navigate to the ‘Processed Bills’ section

Only Bills in a ‘Processed’ status with a task older than 181+ days can be closed in bulk.

Step 4. Click the number under the corresponding bucket that you wish to close in bulk

Select the ‘Batch Close Bills’ option

Step 5. Add a write off reason and confirm the details. Click ‘Batch Close’ to proceed with closing the bills.

Note: This action cannot be undone.

Step 6. Click ‘Close’ after receiving confirmation

You just got a lot more efficient!