Bills and payables

Continue bill review when the document reader fails

Enter verified source details manually without treating extraction as required.

Updated 2026-11-11

Replace bill lines with reader suggestions safely

Decide whether to keep existing work before accepting new extraction results.

Updated 2026-11-11

Review incomplete line suggestions from a supplier document

Fill gaps from the source instead of accepting a partial extraction.

Updated 2026-11-11

Fix a bill review subtotal that does not reconcile

Make the source lines add up before reviewing the final total.

Updated 2026-11-11

Enter an explicit zero tax amount in bill document review

Distinguish a checked zero from an unresolved source field.

Updated 2026-11-11

Complete the source-review confirmation for a bill

Confirm the details you checked before saving the unissued draft.

Updated 2026-11-11

Retry an unconfirmed bill document save

Resolve the original save before changing its details or creating another bill.

Updated 2026-11-11

Continue bill review in the full saved-draft editor

Preserve existing contact and item selections when the review screen directs you onward.

Updated 2026-11-11

Filter bills by their current record status

Find the relevant obligations before reviewing or correcting them.

Updated 2026-11-11

Read payable aging when several currencies are present

Keep overdue balances separate where a combined total would mislead.

Updated 2026-11-11

Review bills due soon and bills with incomplete details

Use the summary cards to choose the next document review.

Updated 2026-11-11

Identify where a bill's displayed details came from

Read source labels before deciding which record to correct.

Updated 2026-11-11

Create a purchase order for a supplier commitment

Record order terms before receiving goods or preparing a bill.

Updated 2026-11-11

Add a reusable purchase item

Save an item identity and preparation defaults for purchase orders.

Updated 2026-11-11

Review purchase order quantities and estimated cost

Check the saved commitment before requesting approval.

Updated 2026-11-11

Submit and review a purchase order

Use the purchasing decision path allowed by current access.

Updated 2026-11-11

Record a partial delivery against a purchase order

Enter only the quantities received in this delivery.

Updated 2026-11-11

Understand pending and accepted purchase quantities

Read the delivery table before recording another receipt.

Updated 2026-11-11

Accept a saved goods receipt

Confirm delivery evidence before making the receipt available for bill conversion.

Updated 2026-11-11

Convert an accepted receipt into a bill draft

Use the supplier invoice to complete one supported receipt conversion.

Updated 2026-11-11

Resolve a zero-value receipt line before bill conversion

Use the supported correction for quantities that round to zero cents.

Updated 2026-11-11

Find the bill already created from a purchase receipt

Use the retained conversion instead of preparing another obligation.

Updated 2026-11-11

Resume a purchasing request with an uncertain outcome

Confirm the retained action before making another change to the record.

Updated 2026-11-11

Refresh unavailable purchase approval evidence

Keep history visible while restoring the checks needed for new actions.

Updated 2026-11-11

Cancel or close a purchase order through its current controls

Record the change to the commitment without rewriting its history.

Updated 2026-11-11

Search purchase orders and goods receipts independently

Use the right record type and status to locate the saved evidence.

Updated 2026-11-11

Record a partial supplier payment against a bill

Match an existing confirmed payment to the supported remaining amount.

Updated 2026-11-11

Match one recorded supplier payment across several bills

Allocate a supported bank payment to the correct open obligations.

Updated 2026-11-11

Review cash-basis bill payment allocations

Use the confirmed original parts that determine recognition.

Updated 2026-11-11

Understand an accrual bill settlement

Clear the payable while retaining the issued expense treatment.

Updated 2026-11-11