Pay Bill

Overview

The “Pay Bill” tab is where information is first entered to create a bill.

Detail

Steps:

-Click the insert button

-Choose the search type to search by

-Type a portion of what you’re searching for in the search text box

-Click the search button

-Double Click on the vendor to create a bill

-Right Click in the bill items box

-Select add item.

This will activate additional fields for you to add details regarding the bill. If a default amount exists on the vendor profile, it will auto fill the amount.

-Choose the type of payment method you’re going to pay the bill with

-Set the bill and due dates

-Type the reference

-If Applicable, Type in the manual check number

-Choose the chart for this bill item

-Choose the office this bill item is associated with

-Type the amount of the bill item

-Type a reference for that specific entry

-Type a comment

-Click the save button on the top toolbar

Once the check for the bill has been processed, the check tab will load the relevant information. At that point you have right click options to void the check, re-print it, or email the stub and entering in the email address. The documents tab allows you to attach any relevant documents to the bill, and email history will display who has emailed the check to who and when.