The Tools menu is located in the Costs & Sales Inboxes, and is used to make adjustments to receipts, invoices or other documentation in your inbox.
To use the Tools menu, use the check-boxes down the left-hand side of the page to select any items that you want to change and then click on the Tools button.
Using the Tools menu, you can:
- Export: export the selected items in CSV, PDF or ZIP
- Merge: combine two items into one item
- Bulk edit: Adjust the Category field for multiple items at once
- Send via e-mail: Send a PDF and CSV file of your selected items to a specifiable e-mail address
- Convert to Sales: Moves the item from Costs to Sales
- Move to Archive: Send your selected items to the client’s Archive
- Clear publishing data: delete the data associated with your selected items being published to a Integrated Accounting Software. These means that Dext Prepare will no longer detect if you have previously published this item to your integrated software.
- Flag: Add a Flag to each of your selected items. This will allow you to quickly identify these items and make them searchable using the Filter menu
- Unflag: Remove a Flag from your selected items
- Delete: Deletes the selected items