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How do I pay Accounts Payable/Vendor Invoices?

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Add bills you receive from a firm provider under the Vendor and Bills tab in the Accounting module. This increases Accounts Payable on Accrual allowing you to report on how much the firm owes from bills that are Pending, or Overdue. It also shows you how bills were paid. 
 
Click the Accounting icon on the navigation bar to access the Accounting module, then select the Vendors & Bills tab.

To add a Vendor:
  1.  Click + on the tab bar and select New Vendor from the drop-down menu

    Vendor.png
  2. The New Vendor modal displays.


    Complete the fields:
    • Enter a VENDOR NAME in the required field indicated with a purple bar.
    • Scroll down and complete as many optional fields as you wish.
    • Click SAVE to add the vendor to your list and return to the Accounting module.
To view your list of vendors under the Vendors & Bills tab select View Vendors under the tab bar to display a firm-wide list of vendors.



To add a Bill:
  1. Click + on the tab bar and select New Vendor Bill from the drop-down menu.

    NewBill.png

  2. Complete the required fields by entering or selecting an option from the drop-down lists and complete as many optional fields as you wish.


  3. Click SAVE to add the vendor bill to your list.
To pay a Bill:

  1. Click + on the tab bar and select Pay Vendor Bill from the drop-down menu.

    PayBill.png

  2. The Pay Vendor Bill modal displays.

    PayVendorBill.png

    Complete the fields:
    • Enter or select an option from the drop-down list in the VENDOR field.
    • If a Credit is available for the vendor, the credit will be used first, then another method of payment can be applied.
    • Enter all payment details. 

To add a Vendor Credit:

  1. Click + on the tab bar and select New Vendor Credit from the drop-down menu.

    NewVenCredit.png

  2. The New Vendor Credit modal displays.

    NewVenModal.png

    Complete the fields:
    • Enter or select a VENDOR and ACCOUNT from the drop-down lists.
    • Enter an AMOUNT, REF. NO and use the calendar controls to enter a DATE.
    • Optionally enter a helpful reference in the NOTES field.
    • Click CREATE to add a credit to the selected Vendor.

To view all Vendor Credits:

  1. Click on View Vendor Credits under the tab bar to view your list.

    ViewVenCredits.png

  2. Filter the list to view Used Credits, Available Credits or All.





 
 
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