Bills Page Overview

On the Bills page, you can:

  • Create bills
  • Create recurring 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.

Customize your Bills page view

Filter by:

  • Vendor Name
  • Approval Status
  • Due Date
  • Days Waiting (for approval)
  • Approver Name
  • Payment Status
  • Active Status

Sort by:

Sort the following columns alphabetically or numberically, ascending or descending, by clicking the arrows next to the column headers

  • Invoice #
  • Vendor
  • Invoice Date
  • Due Date
  • Invoice Amount


These columns can be enabled (checked) or disabled (unchecked) under the Bills page's gear icon, and can be resized by clicking and dragging either end of the column header

  • Chart of account
  • Invoice date
  • Due date
  • Invoice amount
  • Balance due
  • Type
  • Payment status
  • Approval status
  • 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

The following columns cannot be hidden:

  • Invoice #
  • Vendor

Bills page customize - NEO


Export the bills shown on the screen, based on filters and columns applied, by using these steps from the Bills page:

  1. Click More actions
  2. Click Export .CSV or Export to Excel

Bills list export

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 have applied, the download will have the same filtered data
    • The filter list itself is not exported
  • The export will not include the values for associated documents, notes, checkboxes and/or actions