View bills

View and manage bills from the Bills list in Accounts Payable. From there, you can drill down into bill details, where you can view the transaction history and see how it posted to the General Ledger.

1. Go to Accounts Payable > All > Bills.

   When you access the list from the top level, you initially only see records created at the top level. To see records created within entities, select Filters and then select Include entity records. Select Apply to update the filter.

   The State column shows where the bill is within the workflow. Learn more about bill states.

2. What actions can I take from the Bills list?

   From the Bills list, you can do the following:

   • Sort and filter bills

   • Import from a CSV file

   • Export a list

   • Print a copy of a bill

   • Delete or reverse a bill (depending on your configuration)

   • Recall a bill that was submitted for approval

   • Edit or view a bill

3. Filter the list to find specific bills.

   You can use simple filters at the top of each column, advanced filters, or create a custom view.

4. To view bill details alongside the list, select the split view icon, then select the bill row.

5. To drill down into bill details from list view, select the Bill number.

   View the attachment side-by-side with bill details

   To view a bill attachment alongside bill details, customize your user preferences to enable Personalize split view. Select both Enable split view and Show split view on page load.

   Split view is available when the following criteria is met:

   • The bill has a single attachment.
   • The attached file is a PDF, JPG, or PNG file.

6. Select the tab containing the information you want to view.

   Content of tabs in Bill detail

   Tab	Description
   Transaction	View bill information, drill down into vendor details, and open attachments.
   Posting details	See how the bill posted to the General Ledger, provided the bill state is posted or paid. Posting details show for accrual books only and do not appear for all transactions. See View GL posting details—Accounts Payable for more details.
   History details	View the creation, modification, and approval history of the bill.

   Learn more about Bills page .

1. Go to Accounts Payable > All > Bills.

   If you're viewing payments from a top level company, you only see bills created at the top level. To view transactions created at the entity level, select Include private.

   The State column shows where the bill is within the workflow. Learn more about bill states.

2. What actions can I take from the Bills list?

   From the Bills list, you can do the following:

   • Sort and filter bills

   • Import from a CSV file

   • Export a list

   • Print a copy of a bill

   • Delete or reverse a bill (depending on your configuration)

   • Recall a bill that was submitted for approval

   • Edit or view a bill

3. Filter the list to find specific bills.

   You can use simple filters at the top of each column, advanced filters, or create a custom view. If you create a custom view, you can add additional fields and arrange them to suit your preference.

4. Select View next to a bill to see details.

   View the attachment side-by-side with bill details

   To view a bill attachment alongside bill details, customize your user preferences to enable Personalize split view. Select both Enable split view and Show split view on page load.

   Split view is available when the following criteria are met:

   • The bill has a single attachment.
   • The attached file is a PDF, JPG, or PNG file.

   • Select the Transaction tab to view bill information, drill down into vendor details, and open attachments.

     See Bills page for more information about each field.

   • Select the Posting details tab to see how the bill posted to the General Ledger, provided the bill state is posted or paid.

     Posting details show for accrual books only and do not appear for all transactions. See View GL posting details—Accounts Payable for more details.

   • Select the History details tab to view the creation, modification, and approval history of the bill.