Bulk operations

Internal chat does not update or delete records in bulk. Asking “mark all these invoices as paid” or replying “confirm” does not enable a write.

Prepare the scope

Define the records to review, the workspace and the filters. Use the interface and the bulk invoicing actions guide for the options available there.

Do not confuse a document selection with a payment selection. Before recording a payment, check the corresponding evidence; changing a label does not prove money was received.

A useful checklist

Before an operation, review the workspace, identifiers, current statuses and intended action. Do not assume a date filter matches every record you meant to include.

Afterwards, check the records and the result for each item. If there is a partial failure or an ambiguous response, establish what completed before repeating the request.

Chat can help draft this checklist, but it does not query the affected dataset itself or produce an authoritative count of your records.

Work through the API or MCP

A connected agent uses a different channel. Consult the API or MCP, discover available operations and review their permissions and restrictions.

Do not infer atomicity, reversibility, deletion permission or a particular audit log from a tool's name. Retain and check the actual operation response.

Correct a mistake

Do not attempt to reverse an operation by typing the opposite status in chat. Review the document and use the procedure the application permits for its state. Corrections, cancellations and document modifications are not interchangeable.

Next step: Documents and OCR.