Find, preview and edit bills in Bill History

Use Bill History to check saved drafts, review errors and find what was pushed. You need Bills access and the appropriate company/file selection; pushed Reckon bills cannot be corrected by editing their BookFlo history record.

1. Open Bills → Bill History. Confirm the active company and select the exact company file if offered. Use Refresh to reload results.
2. Use Search bills... to search the displayed bills; use All statuses or the Draft, Pushed and Error status choices, and Additional filters → All accounts to narrow results. Clear filters resets search/status/account filters. Select the bill-date, supplier or amount column header to switch sort direction. The table provides checkboxes for eligible rows and a select-all-filtered checkbox; selection is for bulk actions and downloads.
3. Open a row's actions menu (Actions for bill from …) or expand the row for details. Preview PDF opens a Bill PDF viewer when the original PDF is available. Download saves the available PDF. Download Selected downloads selected PDFs (one file if only one is available, a ZIP for several); if none has a PDF, it reports that no PDF is available. A manually entered bill may have no source PDF. Do not mistake a missing file for an empty invoice.
4. To correct an unpushed bill, select Edit (or expand its row and select Edit). Edit Coding lets you check Supplier, reference, bill and due dates, memo and expense lines including tax and class. Match the expense-line amounts to the bill total, then select Save changes. Cancel instead if you did not intend to save. Pushed bills show that changes must be made in Reckon.
5. Check the status badge before taking another action: Draft has not been pushed, Pushing is in progress, Pushed has a recorded success, Error has a failed action, and Outcome unknown means the result needs checking. Open the expanded details for a push error or duplicate-check result. An Email badge identifies an emailed draft; review email imports in history or Email Bills. If history says Could not load bill history, select Try again; if company files cannot load, use Reload Page and check the Reckon connection.

Example: For a fictional AUD 275.00 bill dated 16-09-2026, filter Draft, search the supplier, preview its PDF, correct the expense line's tax code, select Save changes, refresh and recheck before pushing.

Safety: The source PDF and any successfully pushed Reckon transaction are separate from editable BookFlo draft fields. Do not use Repush to Reckon as an edit control: it creates a copy. Reset to draft is shown for an ordinary error but not an unknown push outcome. See bulk edit for multiple drafts and push safety for errors and deletion.