---
title: "Bulk Actions"
canonical: "https://bizcore.refined.site/space/BCKB/1891860481/Bulk%20Actions"
format: markdown
---
> Macro (toc)

# **Overview**

Bulk actions offer an automated way to perform specific tasks in the Biz Core Portal. These actions can be used in various workspaces and allow users to apply them to a set of records that they have retrieved through searching and/or filtering within the workspace.

Users will receive notifications via both email and the Biz Core notification centre when a bulk action is initiated and when it is successfully completed.

> ℹ️ Only users with the [Manager roles enabled](https://bizcore.refined.site/space/BCKB/1776025629/User+Management) can perform bulk actions.

---

# **Bulk Actions Available**

Below is a list of bulk actions currently available in Biz Core, and the corresponding workspaces where users can apply them:

| **Workspaces** |
| --- |
| **Bulk Action** | **Customers** | **Leads** | **Applications** | **Loans** | **Agreements** | **Transactions** |
| Assign Users |  | :check_mark: | :check_mark: | :check_mark: |  |  |
| Change Loan Fee Amount |  |  |  | :check_mark: |  |  |
| Send Bank Statement Link |  |  | :check_mark: | :check_mark: |  |  |

# **Performing a Bulk Action**

To execute a bulk action, users should initially use the sidebar to access the desired workspace. Then users are required to load a collection of records within the workspace, either by clicking **SEARCH **to return all records in the workspace, or [using filters to load a specific subset](https://fsoftsolutions.atlassian.net/wiki/spaces/BCKB/pages/1778483201) of records.

Once a set of results has been loaded, users should hover over the **Actions ≡** icon, then select **Bulk Actions **✅:

![bulk-action-button.gif](media://9da52c9c-e8de-4645-9eeb-e798391ec5b1)

After following the above process to launch the wizard, users can then follow a section below to perform their desired Bulk Action.

---

# **Bulk Action: Assign Users**

> ⚠️ Please remember that bulk actions impact all loaded results. Users must verify their [filter setup](https://fsoftsolutions.atlassian.net/wiki/spaces/BCKB/pages/1778483201) and ensure the list of results accurately represents the records intended for the bulk action.

After launching the Bulk Action wizard:

- **Select Bulk Action: **From the dropdown menu, select **Assign User**.
- **Select Assign User Option: **From the next dropdown menu, select a user to assign the records to, or choose the **Unassign User(s) **option to unassign the list of results from their current assignee(s).
- **Confirm: **Users can click **CONFIRM**, then **PERFORM ACTIONS** to begin the action, or **CANCEL **to exit without making changes:

![image](media://d0076d77-bf4f-43b2-98a5-ebc999190b8c)

Users will receive an email notification when the action commences, and when it has been completed:

![image](media://932f885f-433c-45ce-bea0-966b7076b27d)

## **Assigning Users Example**

An example use-case for this bulk action is assigning all records of a particular status to a specific user. This example will demonstrate assigning loans in the Collections status to a user who is designated as the Collections Agent within the organisation:

- **Configure Filter: **The first step for users is to [configure the loan workspace filter](https://bizcore.refined.site/space/BCKB/1778483201/Workspaces) to only return records in the Collections status, then click **SEARCH** to proceed:

![image](media://246bf90d-6dc4-45e5-b694-f4f186aa902e)

- **Open Bulk Actions Wizard: **Users then hover over the **Actions ≡** icon and click **Bulk Actions **✅ to launch the wizard.
- **Assign to Collections Agent: **Then using the Bulk Actions wizard, users can follow the steps to assign the records within the Collections status to the user designated as a Collections Agent:

![image](media://94bea6f5-592c-4fc3-b37d-9a76f7a44290)

Each workspace record contained in the Bulk Action will now be assigned to the example Collections Agent:

![image](media://27df5f30-7a48-49a7-b327-ff686f629f4a)

---

# **Bulk Action: Change Loan Fee Amount**

> ⚠️ Please remember that bulk actions impact all loaded results. Users must verify their [filter setup](https://fsoftsolutions.atlassian.net/wiki/spaces/BCKB/pages/1778483201) and ensure the list of results accurately represents the records intended for the bulk action.

To perform this Bulk Action, users must ensure they have selected one Loan Product from the filter options:

![chrome-capture-2024-3-4 (1).gif](media://6e5c505b-8e4c-4e1f-b45f-61d1207c1018)

This Bulk Action can only be performed on loans from one Loan Product at a time.

After selecting a Loan Product in the filters, and specifying their desired subset of loans, users can follow the Bulk Action wizard:

![image-20240408-025317.png](media://39f243d8-dd53-412d-8b18-fc972995101d)

- **Select Bulk Action: **From the dropdown menu, select **Change Loan Fee Amount**.
- **Select Loan Product Fee: **From the next dropdown menu, select the specific fee that will be adjusted by the Bulk Action.
- **Select to Change by Increment or Change to Value:** Selecting the **Change by Increment** option, users can adjust fees on all included loans by a specified increment, allowing for increases or decreases in fee amounts or percentages. For instance, users can uniformly raise all compound interest rates by 5%. Alternatively, selecting the **Change to Value** option, users can set a specific value to modify all instances of a fee across every included loan. For example, they can adjust the monthly fee on all loans to a fixed amount, such as $40.
- **Select Increase Rate or Decrease Rate: **This step will only be available if the user selected **Change by Increment** in the previous step. Users can select either **Increase **or **Decrease**, depending on whether they are increasing the fee, or decreasing it.
- **Enter the Amount:** Users can specify either the incremental amount to increase or decrease the fee by, or specify the value that the fee is being changed to.

> ⚠️ Amounts are dictated by the **Min.** and **Max. Fee** settings within your [Loan Product](https://bizcore.refined.site/space/BCKB/1776680977/Loan+Product+Setup). Please ensure these settings are checked before proceeding, as the amount entered must fall within this range to be accepted by the system.

- **Effective Date: **Enter the date that the change will take effect, or click the **Calendar **🗓️ icon to use the date picker to select the effective date.
- **Recalculate Payment Schedules:** Selecting **Yes **will recalculate the payment schedule of the included loans based on the changes being made to the fees. Selecting **No **will keep the repayments as currently scheduled.
- **Notify Customers via Email: **Users can select a [Loan Product Template](https://bizcore.refined.site/space/BCKB/1776680977/Loan+Product+Setup#Templates) from the dropdown menu to send to borrowers, to notify them of the fee change, alternatively they can proceed without selecting a notification template. Clicking the **Magnifying Glass **🔍 icon after selecting a template will allow users to preview it.

After completing the Bulk Action wizard, users can click **CONFIRM**, then **PERFORM ACTIONS **to finalise the changes, or **CANCEL **to discard them. 

Users will receive an email notification advising them the Bulk Action has commenced, and again when it has completed:

![image-20240408-225342.png](media://95e7732f-0b11-42b8-9719-376154dfeda7)

> ℹ️ Depending on the number of loans being adjusted, this may be a long running process.

If a Notification Template was selected, the borrowers affected by the change will receive an email:

![Screenshot 2024-04-09 085459.png](media://88668cfb-01d3-49ab-b1a1-4a0b8482645b)

Additionally, a [ledger entry](https://bizcore.refined.site/space/BCKB/1807974424/Loan+Ledger#Ledger-Entry-Types) is created on the affected loans, when the change is submitted, recording the interest rate percentage change, and the date it is effective:

![image-20240408-231415.png](media://3e865853-7288-44f2-bb8f-6c49ab36a0c4)

A note is also added to the [Messages](https://bizcore.refined.site/space/BCKB/1783857153/Side+Panel#Messages) tab in the Side Panel outlining the change, including displaying the user who enacted the interest rate adjustment:

![Screenshot 2024-04-04 145247.png](media://9444aa18-cf03-47cf-a464-49fed729d73d)

---

# **Bulk Action: Send Bank Statements Link**

> ⚠️ Please remember that bulk actions impact all loaded results. Users must verify their [filter setup](https://fsoftsolutions.atlassian.net/wiki/spaces/BCKB/pages/1778483201) and ensure the list of results accurately represents the records intended for the bulk action.

After launching the Bulk Action wizard:

- **Select Bulk Action: **From the dropdown menu, select **Send Bank Statement Link**.
- **Select Send Banks Statement Link Option/s: **Users can nominate sending an email, an sms, or both to Customers.
- **Confirm: **Users can click **CONFIRM**, then **PERFORM ACTIONS** to begin the action, or **CANCEL **to exit without making changes:

![bulk-action-bs.gif](media://61e2a575-2c39-41f0-befa-f47417647e6f)

Users will receive an email notification advising them the Bulk Action has commenced, and again when it has completed:

![image-20251222-005143.png](media://05bdf9a1-497e-4f29-b84f-5dee52ea45d5)

---