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Rick van den Dijssel
Since manually selecting actions for each record can be time-consuming, we aim to support bulk actions for the displayed records. Users can apply filters to define the scope of these bulk actions, making it easier to manage all records in the reconciliation report.
Suggestion:
  • Add bulk action button to the report
  • Shows all possible actions types (delete account, exclude account, etc) which can be executed based on issues in report (taken into account the current filtering & search)
  • Enable bulk modus after action type is selected
- Only issues in which the action can be executed are shown
- You can change or create new, filters to limit the number of issues
- Action can be executed (This will be only be executed on the filtered or search issues shown in the report)