Batch Approval Operations
Process multiple purchase invoices together from In Docs when your role and workflow allow bulk actions.
Selecting multiple invoices
Section titled “Selecting multiple invoices”Manual selection
Section titled “Manual selection”Check the boxes on rows in the list. A selection count and batch actions appear when items are selected.
Row checkboxes select invoices; the header checkbox can select all visible rows.
Select all visible
Section titled “Select all visible”Use the header checkbox to select every row on the current page (after filters).
Smart selection
Section titled “Smart selection”- Open Filters (for example only Pending Approval, amount under a threshold)
- Select all visible
- Run the batch action
Filter the queue first so the batch only includes low-risk or same-status invoices.
Batch approve
Section titled “Batch approve”When available for your selection:
- Select invoices
- Choose the bulk approve action
- Confirm the dialog (vendors/amounts summary if shown)
- Optionally add a shared note
Batch reject / return
Section titled “Batch reject / return”Select invoices, choose reject (or return), provide a common reason and comments when prompted, and confirm. Clerks see the outcome in their queue.
Confirmation and audit
Section titled “Confirmation and audit”Batch actions are recorded in the system audit trail (user, time, documents, notes). Treat them as permanent decisions for compliance.
Undo / corrections
Section titled “Undo / corrections”- Immediate undo may appear briefly in UI toasts when offered
- After posting to ERP, reverse in the ERP, not by “undoing” approval in Tapr alone
- Rejected invoices are fixed and resubmitted by AP clerks
Best practices
Section titled “Best practices”Good candidates for batch approve
- Low-value, known vendors
- Consistent PO-matched invoices
- Same legal entity, already filtered
Avoid batch approve
- High value or new vendors
- Variances / mismatches
- Unclear exceptions