How to Change the Cost Allocation for unbilled items or Billed items
Goal:
- How to update Cost Allocations for items within a Bill?
Steps:
- 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)
- 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.
- Find the line item and select the
button.
- Select Edit.
- Select the pencil icon to update the account code.
- Find and select the account code.
- Select SUBMIT
- 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.
- Certain Bill types cannot be updated. They include Bills for Expenses, Credit Card Bills, or Bills with an Approved Payment.
- If a Bill has a Payment made against it, it cannot be updated.
