Summary (TL;DR): Learn how to update the Account Code or cost allocation for line items when creating a new Bill or editing an existing Draft or Pending Bill.
Prerequisites
You must have Accounts Payable role permissions.
The Bill must not have a Payment made against it. Fully paid Bills cannot be updated.
Part 1: How to Change Cost Allocation on an Existing Bill
You can update the Account Code on Bills that are currently in a Draft or Pending status.
Navigate to Accounts Payable > Bills on the left-hand navigation bar.
Search for and select the specific Bill you need to update.
Note: If the Bill is currently Pending, you must click the Fix Bill button first to unlock it and return it to a draft state.
Locate the specific line item you want to modify and click the More Options (three dots) button on the right side of the row.
Select Edit.
Click the Pencil Icon next to the current cost allocation to update it.
Search for and select the new Account Code from the dropdown list.
Click Submit on the line item to save the allocation change.
Click Save draft or Submit for Approval to finalize your updates to the Bill.
Part 2: How to Change Cost Allocation for Unbilled Items
You can no longer change cost allocations directly from the Unbilled Items screen. You must initiate the Bill creation process first.
Navigate to Accounts Payable > Unbilled Items.
Select the checkboxes next to the items you wish to process and click Create Bill.
Once on the Bill creation page, locate the line item you wish to modify.
Click the More Options (three dots) button next to the item and select Edit.
Click the Pencil Icon to select the correct Account Code.
Click Submit on the line item, then proceed with filling out your vendor invoice details to finalize the new Bill.