Manage Bill Settings

Bills → Bill Settings has two conditional sections. The page requires administrator access or an explicit Bills feature permission; Stored Supplier Overrides is administrator-only. The Notifications section is shown only to an individually authorised notification account; it is not a general Bills feature or a switch all administrators can see.

Clear remembered supplier coding

1. As an administrator, select the correct company, then open Bills → Bill Settings → Stored Supplier Overrides. The table shows Supplier, Account, Tax Code and Last Updated (columns may be hidden on a small screen). Refresh reloads the list.
2. A successful Reckon bill push remembers the chosen expense account and tax code for that supplier. Future bills may prefill from this stored override instead of Reckon history. Check the account and tax code of any prefilled draft before posting; this list is not an automatic posting rule.
3. To stop using an outdated override, choose that row's Clear override control. Confirm the Override cleared message. The next prefill may use Reckon history instead; clearing the override does not edit existing bills or the Reckon supplier. If Could not clear override appears, refresh and retry or ask an administrator.

Example: After a fictional supplier's account changes from stationery to repairs, an administrator clears the supplier's stored override, then checks the next AUD 242.00 bill's account and tax code manually before saving. If no overrides appear, none are currently stored for that company.

Private control: an individually restricted Slack notification section exists for a private account. It is not a public BookFlo feature or generally available permission; no Slack setup or access is offered by this guide.

Related: coding, history, rules, permissions.