Need to enable or disable multiple accounts at once? Fynlo’s Bulk Action feature lets you update the status of several Chart of Accounts (COA) records in just a few clicks — saving time and ensuring data consistency.
Step 1: From your sidebar, navigate to Chart of Accounts (COA). Review your list of existing accounts.
Step 2: Use the checkboxes on the left side of each account row to select multiple accounts.
You can also use filters (like Bank, Cash, Current Assets, etc.) to narrow down your list.
Step 3: Once accounts are selected, look for the Bulk Actions section at the top of the table.
Click the Status dropdown.
Choose between:
Active – to enable selected accounts
Disabled – to deactivate selected accounts
Step 4: Click Save Changes to apply the new status to all selected accounts.
A confirmation message will appear once the update is successful.
🟢 Active – The account is usable and visible in your financial records.
⚪ Disabled – The account is hidden from new transactions but remains in your data history.
Step 5: After saving, review your COA list to confirm the new statuses.
You can toggle between Active and Disabled filters to check which accounts were updated.