Skip to main content
Need help in this area? See Bill Pay FAQ.
The bill audit page — labeled Routing history in the platform — shows a complete audit trail of how every bill was evaluated against your routing rules. For each bill, you can see which rules matched, what actions were taken, whether ERP delivery succeeded, and any manual overrides. Navigate to Bill Pay > Routing history to open the audit table.

​
Understanding the audit table

The table shows one row per bill evaluation. Key columns include: A green check indicates at least one rule matched and actions were taken. An unmatched bill shows a neutral indicator (not an error) — the bill may be waiting for manual assignment or routed to the catch-all destination.

​
Viewing evaluation details

Click any row to open the evaluation detail panel. This shows the complete trace of how your rules were evaluated:

​
Condition trace

For each rule, you can expand the evaluation to see:
  • Each condition that was tested (e.g., “Commodity equals Electricity”)
  • Whether each condition passed or failed
  • The actual value the bill had for that field
This makes it straightforward to understand why a rule matched or didn’t match a particular bill.

​
Actions fired

For rules that matched, you’ll see which actions executed:
  • Forward to email — shows the destination name and delivery status (Delivered, Pending, or Failed)
  • Route to AP integration — shows the ERP system and delivery status
  • Request funds — shows the funding request status
  • Assign GL code — shows the GL account code assigned (status Applied when non-delivery)
  • Notify user — shows who was notified (status Applied when non-delivery)

​
GL coding summary

If GL coding rules assigned a code, the detail panel shows:
  • The GL account code and name
  • Whether it was assigned by a rule or manually

​
Sending a bill to another destination

If a bill needs to go somewhere that the rules didn’t send it — for example, a one-time review by a different team — you can create an additional forward without undoing the original routing.
1

Open the evaluation detail

Click the bill row in the routing history table to open the detail panel.
2

Click 'Send to another destination'

At the bottom of the panel, click the button to open the override dialog.
3

Select a destination and reason

Choose an active destination from the dropdown. Optionally add a reason explaining why you’re sending it elsewhere.
4

Send

The bill is immediately forwarded to the selected destination. This action is logged in the evaluation detail alongside the original routing.
Additional forwards don’t undo or replace the original routing. The bill is delivered to both the rule-determined destination and any manually-selected destinations.

​
Filtering and searching

Use the filter bar above the table to narrow results by:
  • Decision Date — when the evaluation happened
  • Utility Provider — the utility that issued the bill
  • Total Charges — bill amount range
  • Rule — show only evaluations for a specific rule
  • Match Result — bills with matches (Has matches) or without (No matches)
  • Additional Forwards — whether an extra manual forward was sent