Bulk Operations

Update or delete multiple records at once from the chat. All bulk operations require explicit confirmation before execution.

Available Tools

Tool	What it does	Affected records
bulkUpdateInvoices	Changes the status of multiple invoices	Invoices
bulkUpdateExpenses	Changes the category of multiple expenses	Expenses
bulkDeleteDrafts	Deletes invoice or quote drafts	Draft invoices, draft quotes

Update Invoices in Bulk

Mark as Paid

"Marca como pagadas todas las facturas de enero"

The assistant:

1. Searches for all January invoices with sent or overdue status
2. Shows a summary: number of invoices, total amount, list of clients
3. Asks for confirmation
4. Updates the status to paid and records the collection date

Change Status

"Cambia a enviadas todas las facturas en borrador de Acme SL"

The assistant searches for the drafts of the specified client, shows the summary, and waits for confirmation.

Filters you can use

• By period: "from January", "from Q1", "of this month"
• By client: "from Acme SL", "from Juan Garcia"
• By status: "in draft", "pending", "overdue"
• By amount: "over 500 euros", "under 100 euros"

Update Expenses in Bulk

Change Category

"Cambia todos los gastos de 'Otros' a 'Software'"

The assistant:

1. Searches for all expenses with category "Otros"
2. Shows how many there are and the total amount
3. Asks for confirmation
4. Updates the category of all to "Software"

Other examples

"Marca como deducibles todos los gastos de transporte"

"Cambia la categoría de los gastos de 'Servicios' de enero a 'Consultoría'"

Delete Drafts

Delete Draft Invoices

"Elimina todos los borradores de facturas"

The assistant:

1. Counts existing drafts
2. Shows the list with client, amount, and date
3. Asks for confirmation with a clear message: "X draft invoices totaling Y EUR will be deleted"
4. Deletes after your confirmation

Delete Draft Quotes

"Elimina todos los presupuestos en borrador"

Same flow: list, summary, confirmation, execution.

Confirmation Flow

All bulk operations follow this flow:

1. The assistant searches for records matching your request
2. Shows a summary with the quantity, total amount, and affected records
3. Asks for explicit confirmation — "Do you confirm this operation?"
4. Executes the operation only after you confirm
5. Shows the result — how many records were updated or deleted

If you do not confirm, the operation is canceled without changes.

Example Dialog

Tú: "Marca como pagadas todas las facturas de febrero"

Asistente: "He encontrado 8 facturas de febrero por un total de 12.340,00 EUR:
- F-2026-012 — Acme SL — 3.200,00 EUR
- F-2026-013 — Design Co — 1.500,00 EUR
- ...
¿Confirmas marcar las 8 como pagadas?"

Tú: "Sí"

Asistente: "Hecho. 8 facturas marcadas como pagadas."

Undo

Bulk operations cannot be undone automatically. If you need to revert a change, you can:

• Use the same command with the previous status: "Change February invoices to sent"
• Edit each record individually from the interface

Draft deletions are permanent. The assistant warns you before executing.

Security

• Only records in draft status can be deleted (never sent, paid, or canceled invoices)
• Invoices with an active VeriFactu chain cannot be deleted
• Explicit confirmation is required in all cases
• The activity log records who executed the operation and when

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