Bills and payables

Save a supplier before preparing its bill

Create the vendor contact that the native bill will reference.

Updated 2026-11-11

Keep supplier contact details separate from payment instructions

Use the vendor directory for identity and contact information.

Updated 2026-11-11

Understand a new vendor's incomplete tax details

Recognize what saving a vendor does and does not complete.

Updated 2026-11-11

Write supplier notes that help a bill reviewer

Explain the supplier relationship without replacing source documents.

Updated 2026-11-11

Make an unused vendor inactive

Stop selecting a supplier for new work while preserving its records.

Updated 2026-11-11

Open a supplier activity statement

Review dated vendor activity using current report access.

Updated 2026-11-11

Compare a supplier statement with an individual bill

Check the cutoff and document history before explaining a difference.

Updated 2026-11-11

Find a supplier in the vendor spend report

Filter the monthly expense matrix by vendor name.

Updated 2026-11-11

Choose the period for vendor spend analysis

Use valid start and end dates before comparing monthly expenses.

Updated 2026-11-11

Distinguish vendor spend from outstanding bills

Use expense history and payable balances for their separate questions.

Updated 2026-11-11

Read a vendor spend classification

Treat recurring and one-time labels as report context.

Updated 2026-11-11

Inspect monthly detail for one vendor

Review the supplier's dates, transaction count and confidence together.

Updated 2026-11-11

Export a filtered vendor spend CSV

Download the visible vendor selection with its monthly amounts.

Updated 2026-11-11

Resolve an unavailable or empty vendor spend report

Distinguish missing activity from a report that did not load.

Updated 2026-11-11

Prepare a supplier bill from its original document

Create an unissued obligation with the supplier's verified terms.

Updated 2026-11-11

Use the supplier's reference as the bill number

Keep the saved bill traceable to the source invoice.

Updated 2026-11-11

Review the bill date and supplier due date

Keep the obligation's accounting date separate from its payment deadline.

Updated 2026-11-11

Check a bill's currency before entering amounts

Use the source currency and current company requirements.

Updated 2026-11-11

Split a supplier bill into meaningful expense lines

Preserve the source detail needed for account mapping and review.

Updated 2026-11-11

Choose the Accounts Payable control for a native bill

Use the supported liability account for the supplier obligation.

Updated 2026-11-11

Review expense account defaults on a supplier bill

Check prefilled mappings against the actual charge.

Updated 2026-11-11

Verify the tax amount on a supplier bill

Record the source amount and a supported account without guessing treatment.

Updated 2026-11-11

Keep a bill attachment with the correct saved draft

Preserve supporting evidence for the supplier obligation.

Updated 2026-11-11

Read the requirements before issuing a bill

Resolve missing saved details in the current document.

Updated 2026-11-11

Issue a reviewed bill without recording a supplier payment

Understand the obligation created by the issuance workflow.

Updated 2026-11-11

Withdraw a submitted bill to correct its saved terms

Return an unissued request to an editable state when permitted.

Updated 2026-11-11

Respond to a bill returned for correction

Use the review reason to fix the source of the problem.

Updated 2026-11-11

Review a native bill's void date and reason

Use the supported correction path with its effective accounting date.

Updated 2026-11-11

Open the private source during bill document review

Compare the uploaded file with the draft before saving.

Updated 2026-11-11

Check whether an uploaded document is a supplier bill

Resolve an uncertain document direction before creating a payable.

Updated 2026-11-11