Quick reference guide—bills

Enter bills

Create a new bill

Create a bill by duplicating an existing one

Set up a recurring bill

Import bills from CSV

Customize line-item entry fields

Modify bills

Edit a bill

Recall a submitted bill

Resubmit a bill that's been declined

Reclassify a bill

Delete or reverse a bill

Deselect a bill that is selected for payment

Place or release a bill on hold

Approve bills

Approve a bill in Accounts Payable

Edit a bill during approval

Troubleshoot

Troubleshoot bills

Troubleshoot bill reversals

Cannot find bills to pay

Automate bill entry

About AP Automation

Submit bills by email using AP Automation

Upload bills for automated processing

Manage the Bills list

View bills

Find bills on hold

Filter the list for relevant data

Create a custom view

Adjust the default number of records to show per page

Print a copy of a bill

Export a list of bills

Make payments

Pay bills

Pay a bill from the Bills list

Payment request workflow

References

Learn about bill states

Field descriptions: Bills