Bills
Bills are the opposite side of Invoices. Invoices are money coming in (you bill your customer). Bills are money going out (a supplier billed you). The Bills page is where you log incoming bills, route them for approval, and schedule the payments. URL: /bills.
Page layout
Action bar
- Add bill button (top right) — log a new bill.
Status filters
A row of filter chips above the list:
| Chip | Bills shown |
|---|---|
| Due | Bills awaiting payment, grouped by due-date bucket (default view) |
| Pending approval | Bills awaiting an approver's action |
| Scheduled | Payments queued to go out at a specific date |
| Paid | Bills that have been settled |
| Assigned to me | Across the above — filter to bills routed to your user for action |
There's also a Show archived toggle and a search box matching by reference, supplier email, or name.
The chips appear to be tabs/segmented controls — confirm whether selecting one swaps the entire list or filters the existing list, and whether multiple can be active.
Due-date buckets
The default Due view groups bills into five sections:
- Overdue
- Due this week
- Due this month
- Due next month
- All other due bills
Each shows its own count and total when populated.
Summary panel (right side)
A persistent panel on the right tallies the bills you've selected (via checkboxes) and lets you batch-schedule their payments.
| Element | Purpose |
|---|---|
| Payments to schedule | Count of selected bills |
| Selected total | Sum of selected amounts |
| Clear | Deselect everything |
| Schedule payments | Send the selected bills into the scheduling flow |
This is the batch payment path — pick the bills you want to pay, click Schedule payments, set the dates, done.
Click Schedule payments with at least one bill selected and document each step (date picker, payment method selection, approval requirement, confirmation).
Approval workflow
The presence of Pending approval and Assigned to me filters implies bills can be routed through one or more approvers before they're paid.
Send the configuration model: who approves what, are there thresholds (e.g., bills over X require N approvers), how is "Assigned to me" determined, and how does an approver act on a bill (approve / reject / request changes).
Add a bill
Click Add bill to log a bill the merchant has received.
Walk through and capture: required fields (supplier, amount, due date, reference, attachment for the bill PDF/image), tax handling, multi-currency support, and what happens after Save (auto-route for approval? draft state?).
Related
- Suppliers — manage who you pay.
- Invoices — money coming in (the opposite of Bills).
- Transactions — paid bills produce transaction records.