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Bulk Update Activities

Update multiple time entries, expenses, and flat fees at once by editing common activity details in a single bulk action.

Written by Devanshi Kackar

Bulk Update lets you update multiple activities at once, rather than editing each activity individually. Select the activities you want to modify, choose the fields you’d like to update, and apply the changes to all selected activities in one action.

Who can use Bulk Update?

Bulk Update permissions depend on the user’s role.

Role

Bulk Update

Download

Delete

Owner

✅ Yes

✅ Yes

✅ Yes

Admin

✅ Yes

✅ Yes

✅ Yes

Member

❌ No

❌ No

❌ No

Co-counsel

❌ No

❌ No

❌ No

Client

❌ No

❌ No

❌ No

Custom Role

✅ Only if Bulk Update permission is enabled

❌ No

❌ No

Important:

  • Bulk Update is enabled by default for Owners and Admins.

  • Members, Co-counsel, and Clients cannot access Bulk Update.

  • Custom roles can use Bulk Update only if the Bulk Update permission has been granted.

  • Download and Delete are available only to Owners and Admins.

  • If your role does not have Bulk Update permission, the Bulk Action Bar will not appear.

  • Activities that have already been invoiced cannot be edited, downloaded, or deleted using Bulk Update. They are automatically excluded from bulk actions, and you’ll be notified of how many entries were skipped.

  • Every Bulk Update action requires you to acknowledge that the changes are irreversible before you can proceed.


Activities Supported by Bulk Update

Bulk Update is available across the following Activities tabs:

  • All Activities

  • Time Entries

  • Expenses

  • Flat Fees

The available fields vary depending on the activity type you are updating.


How to Bulk Update Activities

  1. Open the Activities tab you want to update.

  2. Select the checkbox beside each activity.

  3. Once activities are selected, the Bulk Action Bar appears at the bottom of the page.

  4. Choose either Edit to update multiple fields or select a Quick Edit option to update a single field.

  5. Make your changes.

  6. Select I acknowledge the irreversible nature of this action.

  7. Click Update.


Update Multiple Fields

The Edit option opens a dialog where you can update multiple fields at the same time.

Only the fields you complete will be updated. Any field left blank keeps its current value for each selected activity.

The available fields depend on the selected activity type.

Time Entries

Flat Fees

Expenses

  • Date

  • Timekeeper

  • Matter

  • Rate per Hour

  • Duration

  • Description

  • Billing Type

  • Date

  • Timekeeper

  • Matter

  • Flat Amount

  • Description

  • Billing Type

  • Date

  • Timekeeper

  • Matter

  • Rate

  • Description

  • Billing Type


Apply Discounts

You can apply discounts to multiple Time Entries using the Discount Quick Edit.

Choose one of the following options:

Percentage

Enter a percentage to apply the same discount across all selected entries.

Fixed Amount

Enter a dollar amount to apply the same discount to each selected entry.


Bulk Update Mixed Activity Types

The All Activities tab allows you to select a combination of:

  • Time Entries

  • Flat Fees

  • Expenses

Since these activity types don’t share every field, the Edit dialog displays only the fields common to all selected activities.

This ensures your updates apply correctly across mixed activity types.


Download Activities

Owners and Admins can download selected activities using the Download option in the Bulk Action Bar.

Invoiced activities are automatically excluded from the download.


Delete Activities

Owners and Admins can permanently delete selected activities using the Delete option.

Invoiced activities cannot be deleted and are automatically excluded.

This action is unavailable to all other user roles, including custom roles with Bulk Update permission.


Where Bulk Update is Available

Bulk Update works consistently across all Activities tabs, including:

  • All Activities

  • Time Entries

  • Expenses

  • Flat Fees

Each tab displays the Bulk Update options and editable fields relevant to that activity type.

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