Bills help

Use Bills to prepare supplier invoices as drafts, check their coding and send them to Reckon Accounts Hosted when connected. A draft is not a Reckon transaction. Choose the correct company and company file before working; the controls you see depend on your access and connection.

1. Enter a bill or review an extracted PDF — the full single-bill workflow, required fields, supplier selection and draft versus push.
2. Code bill expenses and GST — split lines, tax codes, classes and remembered supplier coding.
3. Set a bill due date — manual dates, five calculated terms and worked calendar examples.
4. Review a multi-page PDF — adjust page groups, preview, re-extract and save or push segments.
5. Bulk upload bill PDFs — file requirements, queue, errors and review.
6. Find, preview and edit bills in history — search, status, sorting, source documents and saved edits.
7. Bulk edit bills — safe selected-bill coding and partial failures.
8. Push bills and resolve duplicates — duplicate checks, unknown outcomes, repush copies and deletion.
9. Manage Bill Settings — stored supplier overrides and the restricted notification setting.
10. Email bills — how to find the file-specific address and review imports; see the complete email intake guide.
11. Use supplier rules — rule application and where to manage rules; see rules.

For access and first-time setup, see getting started, permissions and Reckon troubleshooting. Other workflows: Bank Feeds and Receipts. These guides describe the current app, not an automatic payment service: pushing a bill records it in Reckon; it does not pay the supplier.