The bills workspace includes Outstanding, Due in 7 days, Overdue and Details incomplete summaries. These identify different review questions: remaining obligations, approaching deadlines, passed deadlines and records that still lack required details.
Open the relevant bill and confirm the supplier, due date, currency and remaining amount. A due-soon summary should lead to a source and payment review, not an assumption that the product has scheduled an automatic supplier transfer.
For incomplete details, inspect the saved document's requirements and supporting source. Correct the missing information or account mapping through the draft workflow where permitted. Do not change the due date solely to remove a record from an overdue view.
After recording a legitimate payment or correction, refresh and verify the saved document history and balance. The summary is useful for prioritization, but the underlying bill supplies the evidence for action. When reporting the result, distinguish a document that was reviewed from one that was actually issued, settled or corrected.
Was this article helpful?
Tell us whether this answered the question you came with.