Bills

Overview

Bills are used to keep track of invoices received from vendors.  To access bills go to the “Home” menu and click on “Bills” in the left menu.  To sort the list of bills click on the column header for the criteria you want to sort by.  To filter the list of bills click on the "Filters" button, select filters and click "Save", and to remove filters click the "Reset" button.

Creating bills

To create a bill complete the following steps:

1. From the “Home” menu click on “Bills” in the left menu
2. Click on the “+ New Bill” button above the list of bills
3. Enter bill information
4. Click the "Save" or the "Save + New" button at the bottom of the form

Copying bills

To copy a bill complete the following steps:

1. From the “Home” menu click on “Bills” in the left menu
2. Click on the bill that you want to copy
3. Click on the "More" button
4. Click on “Copy”

After completing the steps above a new bill will be created which you can then edit and save.   

Editing bills

To edit a bill complete the following steps:

1. From the “Home” menu click on “Bills” in the left menu
2. Click on the bill that you want to edit
3. Click on the "Edit" button and make any changes you want
4. Click on the "Save" or "Save + New" button at the bottom of the form

Printing bill detail

To print bill detail complete the following steps:

1. From the “Home” menu click on “Bills” in the left menu
2. Click on the bill that you want to print
3. Click on the "More" button
4. Click on “Print Page”

Voiding bills

To void a bill complete the following steps:

1. From the “Home” menu click on “Bills” in the left menu
2. Click on the bill that you want to void
3. Click on the "More" button
4. Click on “Void”

Note that once you void a bill you cannot unvoid it.