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Practice console2 min read

Bulk-action toolbar across clients

The bulk-action toolbar in the Practice console is built for end-of-month and year-end runs.

01What you can do

Send statements to all customers with > 30-day overdue across selected clients.

Lock periods after submission, in bulk.

Re-run the year-end pack across the firm in a single click.

02How it runs

  1. 1Pick the clients (Select all or filter by tag).
  2. 2Pick the action.
  3. 3Confirm. BukuCloud queues the work in the background and you get a single status email when it's done.