- Review Account Code allocations on Unbilled Items.
- Update/change account code.
Go to Accounts Payable → Unbilled Order Items ("Purchase Order" or "Expense").
Find the unbilled item you're looking for.
Select the button beside the item.
Use the pencil icon to adjust the assigned Account Code, or select the Add Account Codes button to allocate the cost to additional Account Codes.
Once done, select Edit Item to confirm your changes.
- User must have the Accounts Payable and Bills Permission granted in order to complete the steps listed.
- Check out How to Split Expense or Order Item Cost Across Multiple Account Codes for info on splitting the cost of an item across multiple Account Codes.