Save time entering bills

Make bill entry more efficient by doing the following:

  • Customize your setup to match the way that you work.

  • Use the autofill and duplicate options to create similar bills from the same vendor.

Use AP Automation to automatically create drafts

Skip data entry by having Sage Intacct create draft bills for you, from bill documents that you forward by email or upload directly. After the draft bills are created, all you need to do is review them, update coding details if needed, and then post or submit.

Contact your Sage Intacct account manager or Channel Executive to learn about enabling AP Automation.

Customize your configuration and preferences

Do you regularly enter a batch of bills from a single vendor all at once, using the Submit & new or Post & new buttons? If so, you can configure Intacct to copy the vendor name to the next bill, automatically.

In Configure Accounts Payable, under Screen Settings, select Autofill vendor information in the next transaction during multi-bill and multi-adjustment entry.

You need admin privileges to make this change. The setting must be set from the top level and affects all users in all entities. Learn more about screen settings in Configure Accounts Payable.

Did you enable the ability to override the GL posting date when entering a bill? If so, you can also configure the GL posting date to autofill with the transaction date.

In Configure Accounts Payable, under Screen Settings, select Autofill the GL posting date with the transaction date.

You need admin privileges to make this change. The setting must be set from the top level and affects all users in all entities. Learn more about screen settings in Configure Accounts Payable.

You can edit the line item layout for the bill entry form to:

  • Change the order of fields to reflect the order you use.
  • Add the dimensions and custom fields that you often enter.
  • Move fields that you do not use, so that they are only visible when you select Show details.
You need admin privileges to edit the layout. The changes you make affect all users within the entity where you make the change. Learn more about how to customize the layout.

Set your user preferences so that bill attachments appear alongside bill details. Optionally, you can have attachments open by default when you view a bill.

This change only affects your experience. Learn how to personalize the split view settings.

Populate using details from the last bill

Subscription Accounts Payable
User type Business
Permissions Bills: List, View, and Add

  1. Go to Accounts Payable > All and select Add (circle) next to Bills.

  2. Enter a Date.
  3. Select a Vendor.
  4. Select Populate from last bill to default bill information from the most recently created bill for this vendor.
  5. Enter a unique Bill number.
  6. If the original bill included attachments, update Attachment.

    Remove attachments that do not apply to the new bill and upload new attachments, as needed.

  7. Edit the remaining bill details as needed.
  8. Select Draft, Submit, or Post to save the transaction.

Duplicate an existing bill

Subscription Accounts Payable
User type Business
Permissions Bills: View, Add, and Edit

  1. Go to Accounts Payable > All > Bills.

  2. Find the bill that you want to copy.
  3. Select the Bill number to view bill detail.
  4. Select Duplicate.

    A copy of the bill opens in edit mode.

  5. Enter a unique Bill number.
  6. If the original bill included attachments, update Attachment.

    Remove attachments that do not apply to the new bill and upload new attachments, as needed.

  7. Edit the remaining bill details as needed.
  8. Select Draft, Submit, or Post to save the transaction.

  1. Go to Accounts Payable > All > Bills.

  2. Select View next to the bill you want to duplicate.
  3. Select Duplicate.

    A copy of the bill opens in edit mode.

  4. Enter a unique Bill number.
  5. If the original bill included attachments, update Attachment.

    Remove attachments that do not apply to the new bill and upload new attachments, as needed.

  6. Edit the remaining bill details as needed.
  7. Select Draft, Submit, or Post to save the transaction.