Batch editing allows you to take action for a group of expenses.

Batch editing is accessible from the My expenses or Expenses tabs (for paid plans).
 

This feature is particularly useful when several expenses are to be edited, and certain fields are similar (same Seller, same Currency, same Category, same Payment method, same Country, same Total including tax, same Date), which is often the case after a batch import or an import via Dropbox .

 

Example 1

You have just carried out a batch import of digital PDF receipts recognised by Jenji. The data has been automatically extracted, but you still have to complete the Payment method and the Country.
 

• Tick the expenses, then click on Actions

• Click on Batch edit

• Tick the Payment method field

• Choose the variable from the dropdown menu

• Tick the Country field

• Choose the variable from the dropdown menu

• Click on OK to apply the modifications.

The values have been assigned to all the expenses selected.

Example 2

You have just carried out a batch import of JPEG images, and you must complete all the data. The expenses are restaurant expenses from your last assignment abroad.
 

• Tick the expenses, then click on Actions

• Click on Batch edit

• Tick the fields to edit

• Choose the values from the dropdown menus

• Click on OK to apply the modifications.

The different variables have been assigned to all the expenses selected.
 

All that remains is to check the other data that was automatically extracted by Jenji: Date, Supplier name, Amounts. To do this, click on the expense title.