A bulk shared account operation refers to an operation that is applied to more than one shared account. There are occasions where the same task needs to be performed on multiple accounts. With a large number of shared accounts, it may take too long to perform the task manually on each one; this is where bulk account operations are useful.
Bulk account operations... can be found in the Actions list while on the Accounts tab.
Some examples of where bulk account operations might come in useful include:
Shared account balances need to be reset at the start of a new billing period.
A new printing policy or account model is being introduced, and needs to be rolled out across all shared accounts.
Shared accounts are to be temporarily disabled. For example over the holiday period when there should be no shared account based printing.
A particular group needs to be given access to all the shared accounts.
The bulk account operations are one-way and cannot be undone. Always carefully consider the operation before proceeding. If you are unsure of the function or behaviour, performing a backup prior to undertaking the operation is advised.
The following tasks can be performed through bulk account operations:
Adjust of set the accounts' credit (perform a transaction)
Change the accounts' restriction status
Disable the accounts for a specified period of time
Change the invoicing option
Change the comments option
Change the security settings
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