How to Recategorize a Bill as a Receipt or PO:
Click into the bill and click the "..." on the bottom of the page. Then you can select which type you would like to recategorize as.
If the Bill has already been approved this option will not populate. If you need to recategorize a bill that has already been approved please move the bill back to the draft status and then you will be able to recategorize.
To move a bill back to draft:
1. Click on "Create" at the top of the bill
2. Then click "Save Draft."
Once saved you will be able to recategorize as normal.
Please note: If a bill has already been paid we will not be able to move back to draft without deleting the bill payment associated.
How to Recategorize a Receipt as a Bill or PO:
Click into the bill and click the "..." on the bottom of the page. Then you can select which type you would like to recategorize as.
If the receipt has already synced to QuickBooks then we won't see that option to recategorize. To fix this all you need to do is move the receipt back to Missing Info.
1. To move back to "Missing Info" all you need to do is click "Remove from QuickBooks."
Once completed you will be able to recategorize as normal.
Additional Notes:
We currently do not support recategorizing a PO as a bill or receipt. If you accidentally recategorize a bill or receipt incorrectly as a PO, delete the PO and re-upload the bill or receipt.
If you have any questions or want to share feedback, feel free to reach out at [email protected].