Batch actions greyed out . cannot select?

web2 · ‎May 21, 2020

web2 · ‎May 21, 2020

GOT IT!

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

to print the record - i needed to go back to the invoice (pre april 19) and print that .. rather than work from the payment record. . . . duh!

View solution in original post

John C · ‎May 21, 2020

Hi web2

We would be grateful if you can inform us of batch actions in relation to what function you are attempting to select.

web2 · ‎May 21, 2020

I logged in

Selected : Sales / All Sales

Filtered a date range ....

nothing can be selected in batch actions - see screen grab

I logged out and ran in a New Incognito Window. . . this time the Actions came up...

I printed 50-odd... then reset dates tp do next batch . . selection disappeared again

I logged out and retried in a standard window and again in an Incognito window ... no actions available!

web2 · ‎May 21, 2020

a thought . . . are batch actions limited to 365 days?

i suggest that as 365 comes up as default. . .

Becky29 · ‎May 21, 2020

Thanks, Web2, When doing Batch actions are you selecting the transactions first then clicking into Batch actions?

web2 · ‎May 21, 2020

yes

web2 · ‎May 21, 2020

web2 · ‎May 21, 2020

GOT IT!

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

to print the record - i needed to go back to the invoice (pre april 19) and print that .. rather than work from the payment record. . . . duh!

Becky29 · ‎May 21, 2020

Hi Web2 :waving_hand:, It's not limited to 365days just set to 365days, you can go into the filter and choose whatever date range you wish. What is it that you're trying to Batch and what action are you wanting to use? Thanks

web2 · ‎May 21, 2020

GOT IT!

I was mixing Payments and Invoices . . .Print is not an option for payments.

Because Im working with Tax Year April 19 / March 20 .. i only had those on the screen.

to print the record - i needed to go back to the invoice (pre april 19) and print that .. rather than work from the payment record. . . . duh!

Becky29 · ‎May 21, 2020

Hey Web2, With the screenshot provided I can see that you don't have the option to Batch actions as non of the options have any relevance to payments. Thanks

Becky29 · ‎May 21, 2020

No worries web2, Pleased you have got it :smiling_face_with_smiling_eyes:

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Batch actions greyed out . cannot select?