Create Your First Bill
Record vendor expenses and schedule payments efficiently.
Bills track outgoing payments to vendors, similar to how invoices track incoming payments.
Statuses: Draft → Issued → Partially Paid → Paid.
The AI GL Suggestion feature can automatically categorise bill line items based on the vendor name and description. You can choose to accept these suggestions or manually select the appropriate account.
Step-by-step
- 1Go to Bills
Navigate to Bills in the sidebar, then click New Bill.
Go to Bills - 2Select or add a vendor
Choose an existing vendor or add a new one for your bill.
Select or add a vendor - 3Add line items
AI suggests a GL account based on the description. Confirm to accept or manually select another account.
Use the '✨ Top suggestions' to quickly categorise items.Add line items - 4Set bill dates
Enter the bill date, due date, and payment terms.
Set bill dates - 5Attach supporting documents
Upload a PDF or image of the receipt for a complete audit trail.
Attach supporting documents - 6Save the bill
Ensure all details are correct, then save your bill.
Save the bill