Bills, Purchase Orders & Expenses

Accounting Reports

Assign Billable Expenses to Customers

Bills to Pay

• Delete Repeating Bill Templates

Credit Notes on Bills to Pay

Dashboards

Debit Notes

Expense Claims

• Submit an Expense Claim for Approval
• Add Due Date to Expense Claim
• View and Edit Expense Claims
• Copy Expense Claim
• Delete or Void a Claim or Receipt
• View More...

Financial Reports

• Balance Sheet

Format & Customise Reports

History & Notes

Manage Bills to Pay

• Add or Edit a Repeating Bill or Copy a Bill
• Creating Bills From Purchase Orders
• Delete or Void Bills
• Edit Bills

Manage Reports

• Create a Report
• Access and Browse Reports

Pay Multiple Bills in A Batch

• Pay Multiple Bills
• Find and View Batch Payments
• Edit a Batch Payment

Payments on Bills to Pay

• Edit A Purchases Overpayment
• Refund a Purchase Overpayment
• Apply an Overpayment to a Bill
• Record Payment of a Bill

Purchase Orders for Suppliers

• Mark or Unmark a Purchase Order as Billed
• Account for a Part Supply of Items in Your Purchase Order
• Create Purchase Orders
• Copy Purchase Orders
• Edit or Delete Purchase Orders
• View More...

Purchase Reports

Reporting & Tracking

Set up Reports

Tracking Categories