Bills

Record and post purchase invoices from suppliers. Only Accountant, Admin, or Owner roles can read, create, or post bills.

Steps

1. Go to Procurement, then Bills.
2. Filter the list by Supplier, Status (DRAFT, POSTED, PAID, VOID, CANCELLED), From date, To date, then click Apply filters.
3. Click New bill. Select a Supplier, enter the Bill date, and optional Due date.
4. Choose Currency (defaults to company base). If different, enter an Exchange rate (1 foreign = ? base) evidenced by a bank document or supplier invoice; never invent a rate.
5. Add an optional Memo.
6. Add at least one line: Account, Description, Quantity, Unit price, Tax %. Use Add line for more; amounts non‑negative, up to 4 decimals. Use the tax treatment supported by your business records.
7. Verify Subtotal, Tax, Total, then click Save draft. This returns you to the list; the bill stays DRAFT and does not affect the ledger.
8. To affect the ledger, click Post bill beside the DRAFT row. This requires an open accounting period for the bill date and valid payable/expense accounts.

Common problems

• Validation errors: check dates, accounts, exchange rate, and company setup.
• Post fails: period may be closed, accounts missing, or bill already posted.
• Network uncertainty: refresh the list before trying to save or post again.

Not available

• Editing, cancelling, or deleting a bill on this screen.
• Recording a payment or fund transfer from the bill screen.
• Export buttons.