Help centre · Accounts
What is the Bills page for?
Open this screen in Saral/accounts/purchase
Every purchase invoice and credit note in every Xero organisation of the group, on one list, as Xero holds it. Accounts use it to find a bill, see what is paid and what is still owed, review and approve a bill with a note Xero keeps, put a bill on hold, and tick the ones that go into a payment run. Nothing here is typed in from paper: a bill arrives through BillScan or in Xero itself and the sync brings it here. You enter: A search term, the filters (organisation, project, status, supplier, GL code, approver, period) and how the list is grouped — all kept in the page address, so a refresh or a shared link lands on the same view; A review decision on a bill — approve, or raise a query — with a note and, where it helps, a planned payment date; A tick on an approved bill with something outstanding, to add it to a payment run or put it on hold. Saral fills: The bills themselves: number, supplier, dates, status, total, paid and outstanding, project and organisation — read from each company's Xero organisation by the sync, never typed here; The four headline figures for the filtered list — total spend (after credit notes), paid, outstanding and the count overdue — and a dash, never a zero, when they could not be totalled; Days overdue on every unpaid bill, the hold badge on a held bill, the approval state and who gave it, and the chasing badge where a supplier has been emailing about it; The approval note and planned date written back to the bill's history in Xero once a bill is approved. It produces: A group-wide bill register with its CSV, PDF and emailed report, in the order and grouping on screen; Approved bills ready for a payment run, held bills kept out of one, and a review history on each bill. Where the settings live: Which Xero organisations are connected and when they sync is Settings → Xero Sync. Whether a hold is also marked on the bill in Xero is Accounts → Settings → Payments. Who may review a bill is the role's Site invoices permission; who may add to a run or hold is the Payment Runs permission. The column layout and saved views are yours alone, kept per person.
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