Bulk-Aktionen in Workflow

In the Workflow section, you’ll find the TaxDome tool for handling many clients’ needs simultaneously. Instead of doing things one by one, you can select several clients and apply the same action to all of their accounts. This is a faster and more efficient way of getting things done.

Wie man Massenaktionen durchführt

You can perform bulk actions in the Jobs, Tasks, and Job recurrences lists inside the Workflow section. The process for selecting them is the same: open the jobs, tasks or job recurrences list, choose a few or all Jobs, Tasks or Job recurrences, and then apply the desired action.

Mehr zu den einzelnen Listen weiter unten. 

Aufträge Massenverfahren

Go to the Jobs page and select the jobs to which you want to apply an action in bulk. Here, you can perform the following actions:

a. Archive: Archive the selected jobs.

b. Make active: Change the status of the jobs to Active.

c. Edit.  Edit multiple jobs.

d. Export.  Export the selected jobs. You’ll receive an email when the export has been completed.

Aufgaben Massenaktionen

Go to the Tasks page and choose the tasks for which you want to perform a bulk action. Two types of actions are possible here: 

a. Edit. Edit selected tasks.

b. Export.  Export the selected tasks. You’ll receive an email when the export has been completed.

Bulk-Aktionen für Auftrag Wiederholungen

Go to the Job recurrences page and select the job recurrences for which you want to perform bulk actions. You can perform three actions here:

a. Edit.  Edit selected job recurrences.

b. Export.  Export the selected job recurrences.

c. Remove.  Delete the selected job recurrences.

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