Admin Site Actions by Module
The Admin site lets you run bulk actions on selected records. You tick one or more rows in a list, choose an action from the dropdown at the top, and apply it to everything you've selected at once.
This article covers the modules that have their own custom actions — the ones that do something specific to that module. Modules that only offer the standard "Delete selected" action aren't listed here.
Note: Some of these actions are powerful and a few are intended for support or maintenance use. Where an action is potentially destructive or developer-oriented, it's flagged below. If you're not sure whether to run one, check with your Kompass contact first.
Clients
Found under Admin → Clients.
| Action | What it does |
|---|---|
| Merge clients | Combines the selected clients into a single target client you choose. Projects, contacts, invoices and other records from the other clients are moved onto the target, and the duplicates are removed. Requires the merge-clients permission. |
| Export all clients by email | Exports every client, across all offices, as a CSV and emails the download links to you. Offices with no clients are skipped. Requires the export permission. |
Invoices
Found under Admin → Clients → Invoices.
| Action | What it does |
|---|---|
| Integrations: trigger sync | Re-sends the selected invoices to your connected accounting/integration system. Useful if an invoice didn't sync the first time. |
| Recalculate computed values (payments and credit) | Recomputes the stored payment and credit figures on the selected invoices. Use this if an invoice's paid or credited totals look wrong compared with its detail page. |
| Export all invoices by email | Exports every invoice, across all offices, as a CSV and emails the download links to you. Requires the export-invoice permission. |
Invoice Allocations
Found under Admin → Clients → Invoice allocations.
| Action | What it does |
|---|---|
| Export all invoice allocations by email | Queues a background export of invoice allocations, one job per office, and emails the download links to you when they're ready. Requires the export permission. |
Projects
Found under Admin → Projects.
| Action | What it does |
|---|---|
| Update price | Recalculates the total price of each selected project from its proposal items. |
| Recalculate computed fields for selected projects and clear cache | A fuller refresh than "Update price": recomputes acceptance, price, budgeted and actual hours, and status for the selected projects, then clears the cache. Use when a project's headline figures look out of date. |
| ALL ACCEPTED PROJECTS: Update the budget and actual hours | Recalculates budgeted and actual hours for every accepted project in the system, not just the ones selected. This is a heavy, system-wide maintenance action. |
| Show changes of project | Lists the change history of each selected project (what changed, when, and by whom) in the logs. A diagnostic/support tool. |
| ALL PROJECTS: Fix GeoJSON | A maintenance action that cleans up stored map geometry across all projects. Developer/support use. |
| Export all projects by email | Exports every project, across all offices, as a CSV and emails the download links to you. Requires the export permission. |
| Send test accepted email / Send test delivered email | Developer actions that send a sample "accepted" or "delivered" notification to a fixed internal address, for testing email templates. Not for day-to-day use. |
Services
Found under Admin → Company → Services.
| Action | What it does |
|---|---|
| Copy services to another department | Copies the selected services into a department you choose, creating new service records there (name, billable flag, margin, colour and dates are carried over). A quick way to replicate a set of services across departments. |
Diary / Timesheets
Found under Admin → Diary → Entries.
| Action | What it does |
|---|---|
| Approve selected entries | Marks the selected timesheet entries as approved. |
| Reject selected entries | Marks the selected timesheet entries as rejected. |
| Reset selected entries | Returns the selected entries to "submitted", undoing a previous approve/reject decision. |
| Recalculate hours | Recomputes the hours figures on the selected entries — total hours, paid hours, overtime, billable hours and the paid-hours band breakdown. Use if an entry's calculated hours look wrong. |
| TSheets: sync approved timesheets | Sends approved entries to TSheets. Limited to 200 entries at a time (a TSheets throttling limit) and only appears when the TSheets integration is enabled. |
Leave
Found under Admin → Leave → Leave.
| Action | What it does |
|---|---|
| Send status email | Sends the leave status notification for each selected leave request to its normal recipients. Useful for re-sending a notification. |
| ADMINS: Send status email to ADMINS | Sends the leave status email to the system administrators instead of the normal recipients. A support/diagnostic action. |
| TSheets: sync approved leave entries | Sends approved leave to TSheets. Limited to 200 entries at a time and only appears when the TSheets integration is enabled. |
Employees
Found under Admin → Users.
| Action | What it does |
|---|---|
| Update the computed leave for users | Recalculates the stored leave balances for the selected employees. Use if someone's leave allowance or remaining days looks wrong. |
| ALL: Update leave for ALL active users | The same recalculation, but for every active employee in the system. A heavier, system-wide version. |
| Send invite email (set-password link) to never-logged-in users | Sends a "set your password and get started" email to selected employees who have never logged in. Employees who sign in via Microsoft single sign-on are skipped automatically (they set their password through Microsoft, not Kompass). |
| Send password reset link to selected users | Sends a password reset email to selected employees who have logged in before. Single-sign-on-only employees are skipped. |
| Reset MFA enrolment (clear all authenticators) | Removes all two-factor authentication methods for the selected employees, so they can set up MFA again from scratch — useful when someone has lost their authenticator device. Requires the change-user permission. |
| Get demo photos for selected users | Populates placeholder profile photos. A setup/demo helper, not for normal use. |
| [DANGEROUS] Renumber Users | Changes the underlying ID numbers of employees. A specialist maintenance action — the "DANGEROUS" label is intentional. Don't run this unless a developer has asked you to. |
| [DANGEROUS] Merge users | Merges duplicate employee records into one. Restricted to superusers. Again, specialist maintenance only. |
Note: On the staging (test) system, the Reset MFA, Renumber Users and Merge Users actions are removed, because they affect shared account data.
Modules with no custom actions
For completeness, the following modules were checked and offer only the standard actions (such as "Delete selected"), so they're not listed above: Proposal Items, Tasks, Organizations, Departments, Suppliers, Purchase Orders, Bills, Bill Payments, Expenses, Equipment, Payments, Reallocations, Sales Orders, and Contacts.