Add bills to batchesLast updated on 09/14/2022
If you created a batch of transactions to export to an accounting system such as QuickBooks or Intacct, you can add reconciled bills to those pending batches.
Add a bill to a batch
Go to the navigation bar and click Accounting.
In the side menu, click Bills.
Click the Reconciled tab.
Click a bill. Tip: Use the filters to quickly find a bill.
The bill record opens.
Click Add to Batch and select a batch from the dropdown. Note: Only pending batches appear in the dropdown.
The bill is added to the batch.
Note: A link to the batch number appears in the bill’s details so you can review the bill.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
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