Dashboard > Wizards Bulk user change wizard Envelope attachment deletion wizard American Express import wizard Bulk user change wizard Only users with appropriate role rights have access to this feature, which enables them to add information or make changes to groups of user records or to all user records within one or more departments, rather than having to deal with each individual user record separately. To use the wizard: 1. Go to the My Account module, and click on the Dashboard tab. 2. Click on the "Bulk user change wizard" link found under the "Wizards" section heading. Step 1 3. In the "Step 1" dialog, select a user from the "User to copy from" drop-down. The settings in this user's Account > Users > User ID > Demographic dialog will be applied to selected users or departments in Step 2. 4. Select the information you want to copy using the "Available items" picker list and copy them into the "Selected information" field using the "Add" arrows just below the list fields. 5. Choose to copy the information to other users or to departments by selecting the appropriate "Copy to" radio button. Then click on "Next." Step 2 6. In the "Step 2" dialog, select from the "Available" picker list the departments or users to whose dialogs you want to copy the information you selected in Step 1, and then click on "Run." If successful, you will see the message, "The update is complete," along with a message about the number of users affected by the change. Note: You cannot undo a wizard. If you have made a mistake, you need to make the appropriate corrective selections in both Steps 1 and 2, and run the wizard again. Envelope attachment deletion wizard Only users with appropriate role rights have access to this feature. It allows you to delete attachments associated with approved envelopes and receipts, freeing up valuable storage space. You can choose to delete the attachments from all approved envelopes from a certain time period, or to delete only those approved envelopes that have been fully reimbursed. To use the wizard: 1. Go to the My Account module, and click on the Dashboard tab. 2. Click on the "Envelope attachment deletion wizard" link found under the "Wizards" section heading. 3. In the "Delete envelope attachments" dialog box, select the date range for the envelopes. 4. Select whether to delete attachments from all approved envelopes that fall within the date range, or only those that have been reimbursed. 5. Click on the "Delete the attachments" button. You may need to wait a few seconds while the wizard processes your request. You will then see a list of the envelopes that matched the criteria you set in steps 3 and 4, and the number of attachments that were deleted from each one. American Express Import wizard Only users with appropriate role rights have access to this feature. The user must be an administrator, or have a role that includes the privilege “American Express receipt import” in the “My Account” section of the role settings. The feature allows you to import receipts and credits from an American Express credit card bill for multiple users from a company credit card; a solo version of the import is also available. . To use the wizard: 1. Go to the My Account module, and click on the Dashboard tab. 2. Click on the "“American Express receipt import wizard”" link found under the "Wizards" section heading. 3. Specify the file to import (it must be in .csv format). 4. If importing a multi-user file, (a) map the cardholder name(s) to the OpenAir user name(s); (b) enter a name and date for the envelopes the receipts will be imported into; and (c) click “Import”. A new envelope with the imported receipts will be created for each user, who can then submit the envelope for approval. 5. If importing a solo-user file, the import creates an envelope and corresponding receipts for the user who is doing the import. 6. In either multi-user or solo imports, there is an option to specify the reimbursable status and payment type of receipts being imported. If the American Express statement is for a corporate card with multiple users, for example, the user can import all receipts as non-reimbursable and company paid, for example. You may need to wait a few seconds while the wizard processes your request.