Bulk edit bill coding

Use Bulk Edit to apply the same supplier, expense account, tax code, class or due date to several eligible bills. You need Bills access, an exact authorised company file and saved draft/error bills. Pushed bills cannot be bulk edited here. Work with a manageable selection and review each bill before push.

1. Open Bills → Bill History, select the correct company/file and filter or search to the target bills. Tick individual eligible rows or use the filtered select-all checkbox; confirm the selection count.
2. Select Bulk Edit. The dialog Bulk Edit Bills shows how many selected draft/error bills will be changed. Its choices are Supplier, Expense account, Tax code, Class and Due date. Review available Reckon lists; an error loading them should be resolved before choosing values.
3. Change only fields that you want to apply to all selected eligible bills. Selected coding applies to all expense lines of each affected bill, not just its first line. Keep current preserves an untouched supplier/account/tax/class. Explicit Clear tax code or Clear class clears that selected field; do not use it merely to leave values alone. Leave Due date blank to retain each bill's own date. A nonblank date becomes the selected bills' new due date. Amounts, bill dates, references, source documents and memos are preserved.
4. Select Apply Changes, using batches of at most 100 bills. Inspect the result: updates may partially succeed. Failed or unconfirmed saves remain marked as needing attention and are blocked from selected/all pushes until successfully saved. Retry the edit on failures or edit an individual bill and select Save changes; refresh and confirm coding before any push. If browser safety storage is unavailable, bulk coding/push is blocked rather than assuming that an attempted save succeeded.

Example: Three fictional September drafts are each meant to use the same expense account but have different payment dates. Select all three, change Expense account, leave Due date blank and apply. Their due dates remain unchanged. If one update fails, do not push that bill with its old coding; correct and save it first.

Warnings: An already-open dirty single-bill editor is saved before a bulk operation; if its save fails, the bulk request stops. A selected bill outside the current file is not a shortcut into another company. More than 100 bills cannot be pushed in one selected/all push operation. Related: editing in history, coding lines, pushing safely.