Review coding
If your account has expense accounts and custom fields set up, you can apply these to your bill lines.
Review the coding to ensure that each bill line is in the correct expense category and falls in the correct category for each custom field. This will help your company ensure that payment is made from the correct budget pot.
To review coding:
After you complete PO matchingThe process of matching goods and services from purchase orders to invoices (2-way matching), and receipts (3-way matching), click Review coding.
Scroll down to the Bill header and check the editable fields have the correct entries. If not make your changes.
In Bill lines, apply your tax codeA code for the type of tax applied to a bill line (e.g., VAT-UK) and select the correct category from each dropdown.
Click Submit. Your bill is now ready for payment and moves to the Pending payment tab in the Bills list.