Bulk actions with clients
Add templates to multiple clients at once
In the client list, you can perform the following bulk actions:
It is possible to add contracts and templates for multiple clients simultaneously.
Select "Clients" from the main menu.
Mark the desired clients.
Actions with contracts
Add, replace or append contracts for multiple clients using templates. Specifying from which date the new template will be valid is mandatory.
This selection will appear and data can be imported if you have set up an integration with accounting software. Read more about how to set up integrations.