Relay’s Bulk Actions Toolbar lets you take quick, coordinated action on one or more bills. Whether you’re approving, editing, or initiating payments, the toolbar gives you a centralized way to manage bills efficiently, without jumping between pages.
When the Bulk Actions Toolbar Appears
The toolbar appears at the bottom of the screen whenever you select one or more bills from all tabs except for the In Progress tab. It shows a summary of the selected bills and provides actions based on your permissions and the context of the tab.
Available Bulk Actions
- Approve or Reject: Approve or reject multiple bills at once (based on your assigned role and the tab).
- Initiate Payment: Pay one or more bills. You’ll be able to choose whether to pay them together (combined) or separately.
- Mark as Paid: Moves bills to the Paid tab without sending a payment through Relay.
- View Bills: Opens a workflow where you can review and edit each selected bill in sequence.
- Unmark as paid: Moves bills from the paid tab back into their previous tab.
- Submit for approval: If necessary, moves bills to the Needs Approval tab for admin review.
- Reject all imports: On the Needs Review tab.
The available options may vary depending on your access level and the status of the selected bills.
Editing Bills in Sequence
If you select multiple bills and choose View Bills, Relay will walk you through each bill one at a time in a streamlined editing flow. You can:
- Make changes to amounts, due dates, or notes
- Click Save Changes to move to the next bill
- Optionally initiate payment at the end of the editing flow
After finishing, you’ll see a summary screen showing all completed actions.
Deep Linking and Filtering Enhancements
Relay now remembers your page, filters, and search when sharing links or refreshing the page. This makes it easier to return to the exact set of bills you were working with, even after switching tabs.
- Tab, pagination, filters, and search terms are embedded in the URL
- Useful for sharing filtered views with teammates
Who Can Use Bulk Actions?
The Bulk Actions Toolbar is available on all Relay plans. Actions are permission-based:
- Admins: Full access to all actions, including editing approved bills and initiating payments
- Managers / Preparers: Can view and prepare bills, depending on workspace permissions
If you don’t see the toolbar, make sure you have at least one bill selected and appropriate permissions for that tab.