- How to change Cost Allocations for items within a Bill?
- Procurify web app.
- User needs AP Role assigned to perform the steps below.
- If the Bill has been Approved you will not be able to make these changes. See Is it Possible to Edit Approved Bills? for more info.
- If you’re looking for more information on this topic, head over to the Procurify Community to learn more. If you’re experiencing a technical issue, please reach out to our Support Team for assistance.
Go into Accounts Payable > Bills.
Search and select the bill you need to work on either under "Drafts" or "Pending". For Pending bills, you must select the Fix Bill option first before you can proceed with the steps below.
Find the line Item and select the button.
Go to Edit.
Select the pencil icon to update the account code.
Find and select the account code.
Select Edit Item.
Select either Save Draft or Submit when you're ready for approval.