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  1. FAQ - Accounting & Finance Teams
  • December 22, 2022 21:34
  • Updated

How to Change the Cost Allocation for unbilled items or Billed items

Goal:

  • How to update Cost Allocations for items within a Bill? 

Steps:

  1.  Select the Accounts Payable tab on the left-hand navigational bar 
      • For billed items select Manage Bills
      • For unbilled items select Unbilled Order Items (Purchase order or Expense) 
  2. Search and select the bill or unbilled item you need to work on 
      • For Billed items access Drafts or Pending. For Pending bills, you must select the Fix Bill option first before you can proceed with the steps below
  3. Find the line item and select the options.png button
  4. Select Edit
  5. Select the pencil icon to update the account code
  6. Find and select the account code
  7. Select Submit
  8. Select either Save draft or Submit when you're ready for approval

Tips!

  • The user needs the Accounts Payable role assigned to perform the following steps. 
  • If a Bill has a Payment made against it, it cannot be updated. 
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