The Bills page is split into tabs to make viewing and paying bills even simpler!
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.
Customize your Unpaid Bills tab view
Filter by:
- Vendor Name
- Approver Name
- Approval Status
- Due Date
- Days Waiting (for approval)
- Payment Status
- only unpaid and/or partially paid can be viewed on this tab
- only unpaid and/or partially paid can be viewed on this tab
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
Sort can only be applied to 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).
Columns
These columns can be enabled (checked) or disabled (unchecked) on the Bills page by clicking customize columns, and can be resized 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
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 view
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 numberically, ascending or descending, by clicking the arrows next to the column headers
- Invoice #
- Vendor
- Invoice Date
- Due Date
- Invoice Amount
Sort can only be applied to 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).
Columns
These columns can be enabled (checked) or disabled (unchecked) under the Bills page by clicking customize columns, and can be resized 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 paymrnt type)
- Payment status
- Approval status
Export
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 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
