What this page is for
Record a bill you received, so it is paid on time.
Who can use it
Enter and change bills (by default Admin and Finance).
How to enter a bill
- Choose the vendor or owner, and the unit if it is for one.
- Say what it is for, and their invoice number.
- Enter the bill date, amount and currency. Leave Due empty to use the vendor's terms.
- Select Save.
Fields and columns
| Field | Meaning |
|---|---|
| Their invoice number | So you can match it with their statement. |
| Due | Empty: the bill date plus the vendor's days to pay. |
Statuses and automation
The bill gets a number (BILL-...). When an approval rule covers its amount, it waits for approval; otherwise it is ready to pay.
Settings that change this page
Numbering: the bill number format. Approval rules for Bills to pay.
FAQs
Does entering a bill record an expense? No. Record the cost under Expenses (maintenance jobs do this by themselves).
Troubleshooting
| Problem | What to do |
|---|---|
| A vendor is missing | Only vendors in use are listed. |