Copying a bill

You can copy an existing bill to save time. By copying a bill, you don’t have to re-enter the information on the bill. For example, suppose you purchase the same things from the same vendor every month. You could copy a prior bill and then make changes as needed, like entering the date or changing the amount.   

  

Note: WorkingPoint does not copy the payment information.

To copy a bill:

  1. Click the Bills tab to open the Bills List.

  2. Open the bill you want to copy by clicking the link for the bill in the Description column.

  3. Click Copy Bill.

  4. If you need to change the vendor, click Change Vendor.

  5. Enter the date of the bill and the due date.

  6. Change the reference number.

  7. Make changes to the account, description, or amount as needed.

  8. Click Save Bill.

 

Related Topics

How do I enter a bill?

How do I delete a bill?