Reclassify an AP supplier invoice in Accounts Payable

To update an AP supplier invoice that is in a Selected, Partially paid, or Paid state, you need to reclassify the transaction. Only authorized users can reclassify a transaction and the option to reclassify must be enabled for your company.

Only some fields can be edited when you reclassify a transaction. For example, you can change the account and location dimension for a line item, but you cannot change the amount or add and remove line items.

Subscription

Accounts Payable
Regional availability

All regions, excluding France

User type

Business
Permissions

Accounts Payable

  • AP supplier invoices: List, View, Edit, Reclass
Configuration

Enable reclassification for bills and adjustments selected in Configure Accounts Payable.

  1. Go to Accounts Payable > All > AP supplier invoices.

  2. Find the AP supplier invoice that you want to reclassify.

    The AP supplier invoice state must be Selected, Partially paid, or Paid.

  3. Select More actions > Edit at the end of the row.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • AP supplier invoice number
    • Account number
    • Line item dimensions, such as Location or Department
      Location and Department cannot be edited for lines where an allocation is selected.
    • 1099 fields, if the supplier is already set up for 1099 reporting
    • Term, Due date, and Payment priority
    • Reference number, Description, Attachments, and Memo fields
  6. Select Post.

  1. Go to Accounts Payable > All > AP supplier invoices.

  2. Find the AP supplier invoice that you want to reclassify.

    The AP supplier invoice state must be Selected, Partially paid, or Paid.

  3. Select Edit next to the AP supplier invoice.

  4. Select Reclassify.

    If you do not see the Reclassify button, it is usually for one of the following reasons:

    • You do not have reclassification enabled in the application configuration.
    • You have not been granted the appropriate permissions to reclassify this transaction type.
    • The transaction is unpaid and you need to edit it instead.
    • The transaction state is Reversed or Reversal and cannot be reclassified.
    • You are trying to reclassify a transaction type that does not support reclassification.

  5. Make your changes.

    • AP supplier invoice number
    • Account number
    • Line item dimensions, such as Location or Department
      Location and Department cannot be edited for lines where an allocation is selected.
    • 1099 fields, if the supplier is already set up for 1099 reporting
    • Term, Due date, and Payment priority
    • Reference number, Description, Attachments, and Memo fields
  6. Select Post.