Review supplier rules on bills

Supplier rules can suggest expense account, tax code and bill due-date terms on entry; they do not mean a bill has been pushed. Use them to speed up repeated coding, never to skip comparing an invoice with its draft. You need Bills access for entry and appropriate access to Rules to manage a rule. See the full rules guide for creating, editing, enabling, priority and suggestions.

1. Open Bills → Enter Bill and select the correct company/file. Enter or extract Supplier / Vendor; rule matching depends on the supplier and applicable company-file scope.
2. Inspect any prefilled expense account, tax code and due date against the source bill. Among matching enabled bill rules, higher priority takes precedence. A rule's due-date term can be 7 days, 14 days, 21 days, 30 days or 30 days EOM; see worked dates. An explicit edit to a field should not be assumed to be overwritten safely by later extraction; recheck the finished form.
3. If prefill is wrong, change the fields on this bill before saving. For recurring changes, visit Rules to review the supplier match, bill source scope, company file, enabled state and priority; do not confuse a suggestion with a rule or a pushed bill. Stored Supplier Overrides and Reckon recent-history coding are other possible sources of prefill.
4. Save a draft, then recheck it in Bill History. Only push after confirming the final result.

Example: A rule for a fictional printing supplier might suggest a printing expense account and 30 days EOM for an invoice dated 15-09-2026, resulting in 30-10-2026. If the invoice explicitly says 07-10-2026, manually enter that date instead and check the account/tax code before saving the AUD 154.00 draft.

If no coding appears, verify the supplier spelling, applicable company file, rule source, priority and connection; do not assume a rule fired. Related: expense coding, Rules guide.