Editing bills in Exacc allows you to correct errors, update supplier information, modify line items, adjust amounts, or change account allocations after a bill has been created. The ability to edit bills ensures accurate financial records whilst accommodating corrections for data entry mistakes, supplier invoice discrepancies, or changed purchase details discovered after initial bill creation.
Bill editing capabilities vary depending on the bill's status and your approval workflow configuration. Draft bills typically allow full editing, whilst approved bills may require additional authorisation for changes. Paid bills often have restricted editing to maintain payment integrity, allowing only non-financial field updates such as notes or references.
This guide walks you through locating the bill requiring modification, accessing edit mode, updating header information including supplier and dates, modifying line items and account codes, reviewing changed amounts and tax calculations, and saving updates whilst maintaining audit trails and compliance requirements.
Whether you are correcting data entry errors, updating supplier details, adjusting line item quantities or prices, reassigning expense accounts, or adding missing information to existing bills, understanding how to properly edit bills ensures accurate accounts payable records whilst maintaining appropriate controls and audit trails for financial compliance.
Follow these steps to edit existing bills in Exacc and maintain accurate accounts payable records
Your bill has been successfully updated with the corrected information. The changes are now reflected in your accounts payable records, and the bill will proceed through approval workflow if required based on the modifications made.