How to Associate Bills and Invoices

Click "Accounting"

Click "Expenses"

Click "Expenses"

Click the "Payee" field to search by Agent.

The list of Bills associated with the Agent will populate.

Click the "Action" button to view the Bill.

Click "Associated Invoices"

Invoices are not associated with this Bill at this time. New Invoices to link can be searched by the Reference Number, the Customer name from the dropdown menu, the Invoice memo or description.

Once the search fields have been established, click "Search"

Click the "Link" button to Associate as many Invoices as necessary.

In an Invoice is Associated by error, click on the "Unlink" button under Associated Invoices.

The list will now show all the Invoices linked to the Bill.

Click the "Action" button to view the Invoice.

Click "Close"

From the Bill Detail click the "Associated Invoices" button to view all linked Invoices.

From the Bill Detail click the "Linked Commission" button to view the associated Transaction.

From the Invoice Detail click the "Associated Bill" button to view the linked Bill.

From the Invoice Detail click the "View in Brokerage Engine Connect" button to view the Invoice in the Connect platform.