Bills and payables, under Invoices and bills, tracks what you owe vendors: bill numbers, due dates, and whether they are paid.
Upload bills
- Open Bills and payables and choose Process bills with Max.
- Add your vendor bill files.
- Institution Max reads each one and captures the vendor, the bill number, the amount, and the due date, then creates a payable for review.
- Check the payable against the source bill.
Record payment
When a bill is paid, mark it paid. A Payment recorded notice confirms it. Search by bill number or description, and filter by status to see what is outstanding.
Important
If an uploaded file shows as direction needs review, Max was not sure whether it was a customer invoice or a vendor bill. Confirm which it is before relying on the record.
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