Bill applied to wrong vendor, then marked paid

General
1

In our accounting system (Acumatica) we have multiple vendors for the same utility (based on account #). We created a bill under the wrong vendor in Ramp, and then marked it as paid (the utility vendor is set up on auto pay via direct debit). Is there any way to “unmark” this bill as paid, so I can move it to the correct vendor? When this has happened in the past, if we catch it before it’s marked paid, we can move it to the correct vendor, but since this has been marked as paid, we don’t have that option.

Appreciate any guidance, thank you!

2

Morning Andrew! Once a bill is marked paid in Ramp you’re unable to update the Vendor or Payment details. In this instance I would recommend going into the History tab → click on the bill in question → toggle to Activity at the top → leave a note about the situation for auditing purposes. I’d then recommend going into Acumatica and making any changes you may require to the bill. Hope this helps!

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