How to Process Bills and Bill Payments
32 steps
|
3 minutes
1
Navigate to Brokerage Engine.
2
Click "Accounting".
Create a New Bill
3
Click "Quick Actions".
4
Click "New Bill" to enter the information.
5
Click on Vendor to display the dropdown menu. Select a name.
6
Make a selection on the dropdown menu for Term and A/P Account.
7
Click the "Bill No." optional field this number cannot repeat and will show in the check under memo.
8
Click here to select the account.
9
Type an optional description.
10
Click this text field to add the amount.
11
Click the checkbox if the bill is billable to a customer.
12
Select a customer from the dropdown menu.
13
The checkbox and the customer fields can remain blank if the bill is not billable.
14
Click "-- Select Class --"
15
Click "Add Line" of adding another item to the bill.
16
Click the "Memo" optional field to add text.
17
Click "Save" or "Save & New".
18
Click "OK"
Make a Payment