The Bills page allows you to manage incoming bills, track their status through approval and payment, configure the bill table, and take bulk actions such as downloading, editing, and categorizing bills.
1. Accessing the Bills Page
The Bills page includes multiple tabs used to manage bills throughout their lifecycle.
All newly received bills appear in the Inbox whether they are:
Uploaded manually
Emailed in
Added through email integration
Imported
Created as new bills
2. Bill Statuses
Bills move through several statuses:
Tab | What It Shows |
Draft | All newly created bill drafts and bills forwarded from email
Bills that have not been submitted for approval |
For Approval | Bills awaiting bill approval |
Payment Approval | Bills awaiting payment approval (when enabled) |
For Payment | Approved bills ready for payment |
All | All bills across all statuses |
Please note: Bills will sync to QuickBooks once they've been approved.
Payment Handling
In Ready to pay, you can:
Mark as paid
Send ACH payment
Allow QuickBooks to sync payment status if the payment is completed in QuickBooks
3. Configuring the Bills Table
Use Configure table to customize what columns appear.
You can reset the configuration at any time to return to the full view.
4. Filtering Bills
Apply filters to narrow bill results. Available filters include:
Filter | Description |
Account | Filter by accounts applied to line items on the bills. |
ACH Status | Filter by ACH payment status |
Approval Required From | Filter by who needs to approve |
Billable Status | Filter by billable classification |
Class | Filter by class associated with certain lines on the bills, if applied. |
Cost Codes | Filter by cost codes assigned to line items within the bills. |
Draw Status | Filter by draw/invoice status |
Duplicates | Has duplicates (shows only bills flagged as potential duplicates) |
Job | Filter by the jobs associated with the selected bills. |
Lien Waiver Status | Request not sent, Request sent, Signed, Not required |
Lien Waiver Type | Conditional Progress, Unconditional Progress, Conditional Final, Unconditional Final |
Purchase Order | Filter by linked PO |
Status | Draft, For Approval, For Payment, Rejected, Archived, Sync Errors, Ignored Sync Errors |
Transaction Type | Bill or Vendor Credit |
5. Downloading Bills
Use the download options to:
Download all bills
Download a selection
You can choose:
File format:
Transactions (XLSX): An Excel spreadsheet listing your transactions.
Backup (PDF): A combined PDF with images of all bills.
Backup (ZIP): Individual PDFs for each bill image.
Which columns to include or exclude
These download settings are saved until reset.
6. Bulk Actions
Bulk actions allow you to update multiple bills at once. Available actions include:
Send for approval
Send for approval and approve
Archive
Ignore sync errors
Resync to QuickBooks
Delete
Recategorize as a receipt
Auto-split Document
Categorize as a purchase order
Bulk edit properties, including:
Cost code
Vendor
Job
Billable status
Class
If you have any questions or want to share feedback, feel free to reach out at [email protected].