How to Approve or Reject Transactions in Bulk ⚡

Clara empowers your finance team by streamlining corporate expense management. Through our Expense Review feature, Admins, Managers, and Accountants can process multiple receipts and invoices at once, significantly speeding up month-end closures.

Step-by-Step Bulk Management

1. Movements: Go to the "Movements" (Movimientos) section on the Clara Web platform.

2. Selection: Click the checkbox next to the merchant names to select all the transactions you wish to process.

3. Action: Click "Approve" or "Reject" on the floating action bar.

4. Feedback: Review the summary and add a comment if necessary.

5. Complete: Confirm the action, and all selected transactions will update instantly.

Core Policies

• Updates: The most recent action prevails. If a previously approved transaction is included in a bulk rejection, its status will change to Rejected.

• Comments: Existing comments will be overwritten by the new bulk comment.

• Scope: Bulk actions only affect the internal audit status and do not modify the original payment or billing flow.