Understanding the routing history table
The table shows one row per bill evaluation. Key columns include:| Column | What it shows |
|---|---|
| Evaluated | When the bill was evaluated against rules |
| Utility Provider | The utility company that issued the bill |
| Bill Date | The date on the bill |
| Due Date | When payment is due |
| Total Charges | The bill amount |
| Rules Matched | How many of your rules matched this bill (e.g., “2 of 5”) |
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
Actions fired
For rules that matched, you’ll see which actions executed:- Forward email — shows the destination name and delivery status (Delivered, Pending, or Failed)
- Route to AP integration — shows the ERP system and delivery status
- Assign GL code — shows the GL account code assigned
- Notify user — shows who was notified
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.Open the evaluation detail
Click the bill row in the routing history table to open the detail panel.
Click 'Send to another destination'
At the bottom of the panel, click the button to open the override dialog.
Select a destination and reason
Choose an active destination from the dropdown. Optionally add a reason explaining why you’re sending it elsewhere.
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:- Date range — when the evaluation happened
- Rule — show only evaluations for a specific rule
- Match status — show only matched or unmatched bills
- Search — find a specific bill by provider or amount
Related pages
- Rules — configure the rules that drive routing decisions
- Destinations — manage where bills are sent
- Glossary — Routing decision — definition
- Glossary — Additional forward — definition