Manage Bills in the UI

Bills are records of payments owed to vendors in Payabli. This guide explains how to manage bills in the Payabli UI.

To access the Bills screen, navigate to Money Out > Bills. This action opens the All Bills screen. This is where you can view and manage all bills to your organization that are in Payabli.

For each bill record, you can:

• View bill details
• Open the bill’s Quick View panel
• View the vendor
• Check the bill’s tracking status
• Download all bills
• Upload bill records

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View a bill

To view a bill from the UI, follow these steps:

1. From the All Bills screen, locate the bill, and click the three-dot menu in the Actions column.
2. Select View Bill from the menu. From here, you can see:
   • The bill’s complete details
   • Payment options

For a less detailed view, or to see a bill summary without leaving the main screen, follow these steps:

1. From the All Bills screen, locate the bill and click the three-dot menu in the Actions column.
2. Select Quick View from the menu. From here, you can see:
   • A summary of the bill’s pertinent information
   • The vendor’s information, which you can edit in this panel

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Add a bill

You can add a bill either from the vendor record (see Manage Vendors) or from the Bills screen. To add a bill from the Bills screen, follow these steps:

1. From the All Bills screen, click the + icon.
2. Enter the bill’s details and select your preferred payment delivery method, either Send vendor payment link or Select how vendor gets paid. If you choose the latter, specify the payment method from the options listed.
3. Click Send Payment Link or Send Payment (the text will depend on your choice in step 3 above) to pay the bill, or click Save Bill to save the bill and complete it later.

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Pay a bill

To send a bill payment from the UI, navigate to the bill record then click Send Payment or Send Payment Link (depending on the option you selected under Payment Delivery) to send the payment.

To pay a bill from the vendor record, see Pay a bill in the Manage Vendors guide.

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Cancel a bill payment

You can cancel a bill that hasn’t started processing from the UI. To do so, follow these steps:

1. From the All Bills screen, locate the bill and click the three-dot menu in the Actions column.
2. Select Tracking Status from the menu. The bill opens in the transaction view.
3. Click the three-dot menu in the Actions column.
4. If the bill is in a status that can be canceled, you’ll see the Cancel Payment option. Click this and follow the prompts to cancel the payment.

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View a bill’s tracking status

To view a bill’s tracking status from the UI, follow these steps:

1. From the All Bills screen, locate the bill and click the three-dot menu in the Actions column.
2. Select Tracking Status from the menu.

The bill will open in the Transactions view.

Learn more about bill statuses.

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Export and import bills

To download all bills from the UI, click the Download icon on the All Bills screen.

Your download will begin automatically.

To upload bill records from the UI, follow these steps:

1. From the All Bills screen, click the Upload icon.
2. Select your CSV file to upload.

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Filter bills by status

To filter bills by status from the UI, follow these steps:

1. From the All Bills screen, click the status you’re interested in above the list:
   • Active
   • Sent to Approval
   • Approved
   • In Transit
   • Paid
   • Not Approved
   • Deleted/Cancelled
2. To remove the filter, click the Reset icon.