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How to apply multiple account codes to an unbilled item
How to apply multiple account codes to an unbilled item
Updated over 10 months ago
  • Applying multiple Account Codes can split the item cost between multiple budgets.

  • Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.

  • Changes made to account codes at the Accounts Payable stage will affect Budgets in your accounting system when exporting from Procurify but will not affect your Budgets within Procurify.


Adding Account Codes

  1. Navigate to Accounts Payable → Unbilled Order Items. Find the item you wish to edit and click on Edit from the options box.

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  1. Under Allocate to Account Code(s), click Add Account Code(s)

    to split the item cost across the multiple Account Codes.

  2. In the pop-up, select the applicable account codes. The search field accepts Locations, Departments, or Account Codes to help narrow down the results. Click Save.

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  1. Allocate the cost by quantity, dollar amount, or percentage, or use the Split Equally.

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