Description

Manage and view full detail of a single Bill from clicking into a Bill number from anywhere in SoftLedger.

 



Tabs

The tabs include Details, Transactions, Payments, and Audit Log.

 

Details

This tab has the full detail of the Bill. Additional fields to the Add/Edit screen are:

 

  • Status - Current status of the Bill.
  • Amount Due - Amount left to be paid on the Bill.
  • Bill number - Unique identifier for the Bill.

Bill Detail Actions:

Approve  - Click to approve the AP Credit. This does the following:

  • Set the Bill to status 'approved'.
  • Posts Bill's associated journal entries.

Edit - Update Bill's fields.

Void -Void Bill. This does the following:

  • Sets the Bill to status 'voided'
  • Posts a journal entry reversing the issued entry.

Delete - Delete this Bill.

Create Template Bill - Open up a new Bill modal with the details of the current Bill.

 

Payments

This view shows all payments made related to this Bill:


  • Void a payment against the Bill.
  • Print a check made to pay the Bill.

Transactions

This view shows all of the journal entries related to this Bill:


Audit Log

This view shows all actions related to the Bill: