Sales & purchases
Record bills and expenses
Use the right purchase workflow and attach supporting documents.
Choose the right record
Use a vendor bill when an amount is owed to a supplier. Use the expense workflow for an appropriate purchase already paid. Check with your accountant if unsure.
Review the details
Confirm the vendor, dates, account/category, company, tax treatment and amount. Attach the source document to the relevant record.
Prevent duplicates
Search for the document before entering it again. Review bill extraction suggestions before saving; extracted values are proposals, not an accounting approval.
Payments and credits
Record payments and supplier credits through their supported workflows so the liability and payment history agree. Check reports after correcting an unusual transaction.
Need more help?
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