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How to: Bulk Approve

Welcome to our guide on how to bulk approve in GreenSlate. I’ll walk you through each step, so you can complete the process with ease.

1. Access Awaiting Approval

First, select the Awaiting My Approval tab to see all items that require your review and action.

Access Awaiting Approval

2. Select All Transactions

Now, check the box in the header column to select all the transactions on the grid or select the transactions you would like to bulk approve.

Select All Transactions

3. Click the Bulk Actions Button

Next, click the bulk Actions button to reveal available options for managing the selected transactions.

Click the Bulk Actions Button

4. Approve Selected Transactions

Then, click Approve from the drop-down menu to confirm and finalize the approval of the selected transactions.

Approve Selected Transactions

Note: For purchase orders, if you have access to commit, the option to Approve and Commit will also be available.

5. Complete Approval Process

Finally, the selected transactions will show approved messages, ensuring the action was successful.

Complete Approval Process

That's it. You have successfully bulk-approved in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.

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