To view bills listing page, access the sidebar menu. Select purchase>bills. Listing page will appear.
You can create new bill and Export bill (Export option will not appear, if there are no bills on the listing page).
You will have an overview summary which will provide info for: Overdue amount (The total amount of all the unpaid bills that have exceeded their payment due date), Total outstanding (The total amount of all the unpaid bills, including both those that are overdue and those not yet due) and In draft (The total amount of all the bills that are still in draft status and not yet approved). These amounts will change on recording payments, approving drafts and when due date lapses.
You can navigate between Bills, Estimate bills, and Recurring bills listing pages via quick filters.
Quick filter will be provided for sorting bills on the basis of: Settled, Partially settled and Overdue.
Paid and Outstanding amount will be displayed when you click on the dropdown for particular bill that are in Approved, Settled and Partially settled status.
From filters section at the listing page you can filter data by clicking on "Filter" button on the basis of: Vendors, Bill status and Period.
You can also search the bills by vendor and bill number from the search bar.
Listing page will provide information about: Vendor name, Bill number, Bill date, Due date, Bill status, Bill amount, Email status (Sent/ Unsent) and Action items.
Each bill will have below-mentioned action items for draft status: View, Edit, Send bill, Approve, Duplicate, Archive and Delete.
Each bill will have below-mentioned action items for approved and unsent status: View, Edit, Send bill, Duplicate, Archive and Delete.
Each bill will have below-mentioned action items for approved and sent status: View, Send bill, Duplicate, Archive and Delete.
Each bill will have below-mentioned action items for settled status: View, Send bill, Duplicate, Archive and Delete.
Each bill will have below-mentioned action items for partially settled status: View, Send bill, Duplicate, Archive and Delete.
For FIFO method of settlement - on clicking the dropdown for a particular bill, a table will be displayed with the linked transactions for all the settled/partially settled bills. The information in the transaction table includes: Description, Paid amount, Transaction amount, Transaction date, Linked date, View. By clicking on 'View' button, transaction details will be displayed in the popup.
For Manual method of settlement - on clicking the dropdown for a particular bill, a table will be displayed with the linked transactions for all the settled/partially settled bills. The information in the transaction table includes: Description, Paid amount, Transaction amount, Transaction date, Linked date, View and Unlink. By clicking on 'View' button, transaction details will be displayed in the popup. You can also unlink the transactions from the Settled and Partially settled invoices. If the transaction is unlinked from Settled invoice, then the status of the bill will become 'Partially settled' for that particular bill and if all the transactions are unlinked from the bill, then the bill will be moved to 'Approved' status.
At the bottom of listing page buttons will be provided to 'View archived bills’ and ‘View deleted bills’.