Navigate to Finance > Bills > and select the relevant bill from within the relevant status.

The Edit Bill screen is up, link the bill to the relevant job and then link to a PO or link to budget items using the buttons shown below. This will allocate amounts to cost items in the job budget to accurately track your costs.

All the line items from the bill will be listed under the heading Unlinked Items. To track spending against cost categories for the job, you must link the line items to a Cost Item using the drop-down menu under the Linked Item column. Once each line item is allocated to a Cost Item, it will no longer be displayed in Unlinked Items.

Once allocated to a Cost item the system will show remaining cost on the far right of the screen. Remaining amounts shown in red indicate an item is over budget whilst remaining amounts shown in green indicate amounts still under budget which are left to be spent. This will also be reflected in the Job budget as seen below:

Now you can change the status of the bill by selecting Approve, this will allocate the bill into a list of bills ready to Sync to Xero for payment. If the bill status is changed to Hold or Reject the bill will NOT be added to the list of bills to be synced to Xero.