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Accounts Payable

Forward multiple invoice tasks at once

#AP Automation

Release: 26.4

Users can now forward several invoice tasks in one go from Tasks > Invoices in the professional view, making task handling faster and more efficient for high‑volume users.

Why it matters:
Users who manage large numbers of invoices can now save time by forwarding tasks in batches, reducing repetitive actions and streamlining workflow.

What's New:

  • Batch forward action added to Tasks > Invoices (professional view)
  • Supports header review, header approve, and additional approval invoice tasks

Who benefits:
Business users, such as invoice reviewers and approvers, handling high invoice volumes.

Where to find it:
Tasks > Invoices (professional view). You can enable the professional view in your User settings.