Toolbar

The toolbar helps you process multiple requests at once — quickly, clearly, and without unnecessary clicks. Instead of opening records one by one, select them and choose the desired action directly from the panel.

This allows you to move requests through the workflow, change their priority, or export them to Excel - all in one place, with just a few clicks. The toolbar significantly speeds up your work, helps you stay organized, and reduces the number of steps required to complete your tasks.

The panel appears automatically when you select one or more requests using the checkboxes on the left side of the table. The available actions depend on your permissions and the current state of the selected requests.

Available actions

Workflow

Quickly close the daily agenda

At the end of the day, you need to forward all newly received orders for approval. Instead of opening each request one by one, select all relevant items and use the bulk action to move them to the next step in the process with a single click. You’ll process everything in seconds without constantly switching between records. This is the ideal way to wrap up your daily tasks quickly.

The Workflow action moves selected requests or tasks to the next step in the process. You can speed up processing and avoid repeatedly opening individual items. This action is available only when all selected requests are in the same state and the corresponding workflow action is allowed by the administrator.

Workflow action availability

The Workflow action is available only in the Inbox view. In other views – Active, All, and Following – this option is not displayed.

Open in queue

Work smoothly without losing context

You’ve received a batch of invoices that need to be reviewed and approved quickly. Instead of opening each item separately and constantly returning to the main list, select the relevant requests and open them in a queue. Each item appears as an individual step in a sequential mode that allows you to comfortably process one request after another. This way, you work more smoothly, stay focused, and eliminate unnecessary clicks.

This function helps you focus only on relevant requests, reduces cognitive load when switching tasks, and saves time during bulk processing. Selected requests open in a new browser tab in a queue mode that guides you through each item step by step. A progress bar at the top indicates the number of items remaining. Once you finish or close all of them, the queue and tab close automatically.

Change priority

Handle the most important tasks first

You’re facing dozens of requests, but not all are equally urgent. Some invoices are due soon, while others are still being prepared. Use the Change Priority function to flag key requests as high priority—for both you and your team. These items are marked with a red flag in the list, so you know what to focus on first. You’ll avoid missing important tasks and work more efficiently.

Assign a priority to selected requests using the options: Low, Medium, and High. A colored flag appears for each record (gray for low, orange for medium, red for high), making it easier to stay focused on critical items.

This function helps you identify important requests at a glance—no need to open each item. You get better control over your work, and your team can align on what matters most.

Open in new tab

Work with multiple requests in parallel

You need to compare several requests or review multiple forms at once—maybe when handling related orders. Instead of repeatedly opening and closing items, select them in the grid and open them in new tabs. Each request opens separately, letting you switch, compare, and manage them more easily. This saves time and helps you keep full control over complex cases.

This action opens each selected request in its own browser tab. You can switch between them easily and stay in context. It’s perfect for handling multiple tasks at once. If tabs don’t open, check your browser settings—pop-up blockers may prevent this and need to be adjusted manually.

Export to Excel

Do more with your data

You’re preparing a monthly report, combining data from different sources, or doing calculations beyond Xeelo’s capabilities. Just export your requests to Excel and dive into advanced processing—use pivot tables, charts, formulas, or connect the file to your reporting tools. Ideal for situations where you require more analytical capabilities than the system provides.

Use this action to export selected data to Excel. Your administrator determines which fields are included, ensuring the exported file meets your organizational needs.

You can export data from the request grid in two ways:

To export selected records, first mark them using the checkboxes on the left side of the grid. Then click the Export action in the toolbar at the bottom of the page.
To export all records, leave all checkboxes empty. Open the menu under the three-dot button next to Create, and select Export to Excel from the list.

This way, you can either export only the items you need or download the full dataset without manually selecting each request.

Summarize

Get key totals in seconds

You’re preparing a monthly summary of orders or need to know total costs for a project. Use Summarize to get totals of key values (amounts, quantities, volumes) right in the grid—no export, no manual summing, no wasted time.

The Summarize function lets you quickly display totals from selected numeric fields—such as the total order amount, number of items, payment sums, etc. The available fields depend on your organization’s configuration and are defined by your administrator. You get instant insight into key figures without exporting data or opening individual requests.

You can summarize:

Selected rows – mark the relevant requests using the checkboxes and run the action from the bottom toolbar.
All records in the grid – leave all checkboxes empty and open the menu under the three-dot button next to Create, then choose Summarize.

This is a fast and effective way to uncover values that would otherwise require manual calculations—ideal for monthly overviews, budget tracking, or any quick data check.

The toolbar actions at the bottom match the ones in the top-right three-dot menu, as long as you’ve selected at least one request. Use whichever you prefer—they both let you run the same functions, such as workflow, priority change, export to Excel and more.

If no requests are selected, the top menu automatically limits to global actions like Export to Excel and Summarize.

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