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Post an Accounts Payable Bill to a Matter

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:

  1. Add separate bills to record the cost you want to allocate to each matter. 
  2. Check the boxes to the far left of each bill to highlight them.
  3. 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. 

    Note

    If 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.

  4. From the Date field’s drop-down, click the payment date. 
  5. In the Amount field, enter the payment amount.
  6. In the Amount field, enter the payment amount.
  7. From the Type field’s drop-down, click the payment type.
  8. In the Ref # field, enter a reference number, if desired.
  9. From the Method field’s drop-down, click the payment method. 
  10. In the Pay To field, enter the vendor’s name. 
  11. From the Memo field’s drop-down, click the applicable memo or manually enter one.
  12. From the Memo2 field’s 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}…

  13. Under the Remaining section in the Applied Amount column, edit the applied amounts, if needed.
  14. In the lower right corner, click Pay.
    The system applies payment, updates the Status to Paid, and adds the transactions to your operating account.
Updated on March 31, 2022

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