The Bills page is split into tabs to make viewing and paying bills even simpler!
- Unpaid Bills tab
- Customize your Unpaid Bills tab
- Export your Unpaid Bills tab
- All Bills tab
- Customize your All Bills tab
- Export your All Bills tab
- Recurring Bills tab
- Vendor Credits tab
- Things to know
Unpaid Bills tab
On the Unpaid Bills tab, you can:
- Create bills
- Pay bills
- single payment
- bulk payment
- mark as paid (offline payment)
- print checks in your accounting system
Please see the linked resource articles at the bottom of this page for help on the tasks above.
Get even more control over bill pay
If you sync with QuickBooks Online, QuickBooks Desktop, or Sage Intacct, you can use the dynamic bank balance on the unpaid bills tab. Bank verified users can see the current default bank balance from your accounting software to help you decide which bills to pay, and when.
The unpaid bills tab shows the balance of your default bank, based on the balance at the time of the last sync. If you select bills to schedule for payment, you can hover over the balance to see what your new balance would be, if you scheduled the selected bill payments.
Notes:
- If your balance looks incorrect, sync again to be sure you've synced over the most recent balance from your accounting software
- Even if your bank shows a negative balance on this page, you can still schedule payments. This tool is simply informational, to help you make informed payment decisions based on their accounting software, and will never prevent you from scheduling payments.
Customize your Unpaid Bills tab
Filter by:
- Vendor Name
- Approver Name
- Approval Status
- Due Date
- Days Waiting (for approval)
- Payment Status
- You can only view unpaid and/or partially paid bills on this tab
- You can only view unpaid and/or partially paid bills on this tab
Sort by:
Sort the following columns alphabetically or numerically, ascending or descending, by clicking the arrows next to the column headers.
- Invoice #
- Vendor
- Invoice Date
- Due Date
- Invoice Amount
You can only sort one column at a time. If you need to sort by more than one column, we suggest exporting the page to a CSV (see below).
Select and resize columns:
You can enable (checked) or disable (unchecked) on the Bills page by clicking customize columns, and you can resize by clicking and dragging either end of the column header
- Invoice #
- Attachments
- hover over the attachment icon to view the first page of attached documents
- Notes
- hover over the notes icon to view any notes on a bill
- Vendor
- Chart of Account
- Invoice date
- Due date
- Approval status
- Currency
- Invoice amount
- Balance due
- Payment status
- Process Date
- Type & Est. Arrival
- Payment Amount
- Pay From
Export your Unpaid Bills tab
Export the bills shown on the screen, based on filters and columns applied, by using these steps from the Bills page:
- Click More actions
- Click Export .CSV or Export to Excel
All Bills tab
On the All Bills tab, you can:
- Create bills
- Review current and historical bills
- this tab has the option to view any bill, regardless of status
Please see the linked resource articles at the bottom of this page for help on the tasks above.
Customize your All Bills tab
Filter by:
- Vendor Name
- Approver Name
- Approval Status
- Due Date
- Days Waiting (for approval)
- Payment Status
- Active/Inactive
Sort by:
Sort the following columns alphabetically or numerically, ascending or descending, by clicking the arrows next to the column headers.
- Invoice #
- Vendor
- Invoice Date
- Due Date
- Invoice Amount
You can only sort one column at a time. If you need to sort by more than one column, we suggest exporting the page to a CSV (see below).
Select and resize columns:
You can enable (checked) or disable (unchecked) the columns under the Bills page by clicking customize columns, and you can resize by clicking and dragging either end of the column header
- Invoice #
- Attachments
- hover over the attachment icon to view the first page of attached documents
- Notes
- hover over the notes icon to view any notes on a bill
- Vendor
- Chart of Account
- Invoice date
- Due date
- Currency
- Invoice amount
- Balance due
- Type (vendor's current payment type)
- Payment status
- Approval status
Export your All Bills tab
Export the bills shown on the screen, based on filters and columns applied, by using these steps from the Bills page:
- Click More actions
- Click Export .CSV or Export to Excel
Recurring Bills tab
On this tab, you can:
- View active and inactive recurring bills
- Add a new recurring bill
- Edit existing recurring bills
- Delete recurring bills
Vendor Credits tab
On this tab, you can:
- View active and inactive vendor credits
- Add a new vendor credit
- Edit existing vendor credits
- Delete vendor credits
- Sort by:
- Ref #
- Credit Date
- Vendor
- Amount
- Approved Amount
- Applied Amount
- Approval Status
- Applied Status
- Filter by:
- Approval Status
- Applied Status
Things to know
- The exported file will appear in the Downloads section of your browser, titled "export" or "export-X" with X being the number of the export. For example, the first export file will be called "export," the next one will be called "export-2" and so on
- Depending on the filters and columns you apply, the download will have the same filtered data
- The filter list itself doesn't export
- The export won't include the values for associated documents, notes, checkboxes and/or actions
