You can post an accounts payable (AP) bill to a matter or to multiple matters.
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Post an AP Bill to Multiple Matters
You can allocate vendor cost to multiple matters. For example, a single vendor bill can be split to multiple matters and paid as a single disbursement from your operating account.
To allocate vendor cost to multiple matters:
- Add separate bills to record the cost you want to allocate to each matter.
- Check the boxes to the far left of each bill to highlight them.
- From the toolbar, click Pay.
The Pay Bills screen opens. The Account field auto-populates with the account your firm chose when entering the bill.NoteIf you are recording payment for multiple bills with a single payment, highlight all bills and then click Pay. The Account field auto-populates with —Split–.
Once you pay a bill, you cannot change the account assigned to the expense. Be sure your firm assigned the expense to the proper account.
Pay Bills Screen Fields
| Date | From the drop-down, click the payment date. |
| Amount | Enter the payment amount. |
| Type | From the drop-down, click the payment type. |
| Ref # | Enter a reference number, if desired. |
| Method | From the drop-down, click the payment method. |
| Pay To | Enter the vendor’s name. |
| Memo | From the drop-down, click the applicable memo or manually enter one. |
| Memo2 | From the drop-down, add a memo for internal reference only, if desired.
Important
If the Memo2 is blank when you apply a single payment to multiple AP bills, the system captures the bills’ Ref # fields and populates the Memo2 field as: Bills Paid: {ref#1}, {ref#2}… |
| Applied Amount | Under the Remaining section in the column, edit the applied amounts, if needed. |
In the lower right corner, click Pay.
The system applies payment, updates the Status to Paid, and adds the transactions to your operating account.