Managing Chart of Accounts applied to a bill

The account from the Chart of Accounts on a bill can be updated if the bill was created without an expense account (or other permitted types) or if a change needs to be made to the previously applied account on the bill. In most cases, the update will also sync to the accounting software. Restrictions may apply if the accounting software does not permit updates to paid bills.

To update the account information for a bill

  1. Click Bills in the left navigation pane
  2. Click the bill's Invoice #
  3. Click More actions
  4. Click Edit bill
  5. Under Expenses, update Account information
  6. Click Save