Bulk actions
Do the same work for many clients at once, such as the month-end checklist, closing the month or preparing VAT return drafts. Each client is checked first, and you confirm before anything changes.
Some work is the same for every client: checking what is still open before the month can be closed, closing the month, preparing the VAT return drafts, reminding the staff. Bulk actions does it for many clients in one run. Verasol first checks each client as if you opened its own screen, shows you the result, and does nothing that cannot be undone until you confirm it for that client.
Firm admins, partners, managers and accountants can run bulk actions, for the clients they can open. What happens in each client is limited by your role in that client: where your role does not allow the action, the client is blocked.
Start a run#
Open Firm › Bulk actions.
- Under 1. What, choose the action. A label shows what it does to the books: Changes nothing, Drafts only or Can't be undone.
- Under 2. Details, fill in what the action asks for, such as the Month.
- Under 3. Which clients, tick the clients. Search clients and the office filter narrow the list; Choose from the dashboard… ticks the clients from a practice dashboard filter, such as My clients, Needs attention or VAT due; Choose shown (5) ticks every client shown and Clear shown clears them.
- Click Check 5 clients (the number is the number of clients you chose).
1 Month-end checklist and 2 Close the month are two of the actions. 3 The Month they are about. 4 Choose from the dashboard… picks clients by their status. 5 The button starts the run.
You can also start from the practice dashboard: tick clients on Deadlines & status and choose an action under Bulk action. One run takes up to 300 clients, and you can have one run going at a time.
The actions#
| Action | Kind | What it does |
|---|---|---|
| Month-end checklist | Changes nothing | For each client, what is still open before the month can be closed: drafts, depreciation, payroll not processed, bank reconciliations, the currency revaluation, and the VAT and corporate tax returns that are due. A client whose VAT return period or corporate tax registration is not recorded in its settings is told so, because its returns and due dates cannot be worked out. |
| Close the month | Can't be undone | Closes the month in each client you confirm. A client with anything blocking the close is left for its own Period closing screen. |
| Prepare VAT return drafts | Drafts only | Prepares the draft VAT return of the last ended VAT period in each client. Nothing is filed: filing stays on the client's VAT screen. |
| Remind the assigned staff | Drafts only | Sends an in-app reminder to the staff of each client, listing its open work. No e-mail, nothing in the books. |
| Reminder e-mails to clients (drafts) | Changes nothing | Writes, in English or Arabic, an e-mail to each client asking for missing bank statements and explanations of bank lines. Verasol sends nothing. |
| Refresh the dashboard | Changes nothing | Recomputes each client's status on the practice dashboard. |
Check and confirm#
The run opens on its own page, with one card per client. It shows who started it, a status for the run and for each client, and filters such as To confirm, Done and Blocked or failed.
- 1 The kind of action.
- 2 When the run is done, a summary counts the clients done, not carried out, blocked and failed.
- 3 Each card links to the client's own screen, such as Period closing or the VAT return, to deal with what is open there.
What happens next depends on the kind of action:
- Changes nothing: the check is the result. There is nothing to confirm.
- Drafts only: check the results, then confirm all clients at once with Confirm all. A client where the run would replace a draft someone may have changed needs its own tick.
- Can't be undone: check each client's preview and switch on Confirm for each client you want. There is no confirm-all.
Then click Carry out for the confirmed clients and confirm. Verasol works through them one by one, through each client's own screen logic. If something changed in a client since you confirmed it, that client is not carried out, and the card says why. One client's failure never stops the others.
While a run is waiting, Cancel run stops it. While it runs, Stop after the current client stops it; clients already done stay done. After a run with failures, Try the failed clients again starts a new run for just those clients. For client reminder e-mails, each card has Copy and Open in e-mail, and Download all drafts gives you all of them.