- Liquid Support
- For Businesses
- Getting Started
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General
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For Businesses
- Getting Started
- Master Contracts / Onboarding Vendors
- Managing Vendors
- Compliance
- Users
- Work Orders
- Work Order Fee Estimates
- Work Order Uploads
- Purchase Orders
- Invoices
- Invoice - Work Order Matching
- Payments
- Invoice Approvals
- QuickBooks Online Integration
- Projects and Accounting Fields
- Reports
- Liquid Plan
- Custom Onboarding / Custom Contracts
- Bank Accounts
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For Vendors/Contractors
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Training Videos
What Bulk Actions are available in Liquid to Clients?
In order to allow users Clients a way to perform actions they do frequently in a more expedient manner, we have enabled a series of Bulk Actions that allow them the option to skip the current workflow UIs and go directly to a menu to upload or add the items they wish to add.
Bulk actions can be added manually by clicking “+Row” or uploaded via a CSV file. For each option, the CSV file template can be downloaded containing the header rows so that the user knows what information they need to add.
These actions can be also used to perform a single action, if you find you prefer the bulk action form over the standard long forms.
For Vendors, they are able to Bulk Create Hours for invoicing.