Bills
On Command, enter what you owe your vendors before you pay it, and see what is due.
Open Bills
Bills is on Command. Choose Bills in the menu (on a phone browser, More, then Bills). The phone app has Bills too. The cards show what you Owe, what is Due this week and what is Overdue.
Enter a bill
- Choose Upload a bill to have a PDF or photo read for you, or New bill to type it in.
- Pick the vendor, or choose + New vendor.
- Check the Bill #, Bill date and due date.
- Add lines with a description, category and amount. A line with no category waits off your profit until you pick one.
- Choose Enter bill. Save draft keeps it off your books until you are ready.
Read from an upload? Check every field before you enter the bill. The file stays with the bill; use Attach file or Replace file to change it.
How bills count in your books
An entered bill counts as an expense from its bill date on your accrual reports, and shows on Payables until it is paid. On cash, the expense counts when the payment leaves your bank, as always.
Pay a bill
Once the payment is in your bank feed and reviewed, open the bill and choose Find the payment under "Paid this bill?", then This one beside the right payment. Matching it keeps the expense from counting twice on your accrual reports. Undo payment takes it back off.
Change, void or delete a bill
- Use all, open, overdue, draft, paid and void to see one kind of bill at a time.
- Open a bill to edit it.
- Void bill cancels an entered bill, so it stops counting on your accrual reports. This cannot be undone.
- A draft can be deleted.
Vendors
The Vendors tab lists the people and companies you pay, with what you owe each. Choose New vendor to add one with an email, phone and notes.
Give a vendor a default category and new bill lines for them start in it. Archive a vendor you no longer use; choose Show archived and Bring back to use them again.