Bill Preferences
To configure preferences for the Bills module:
- Go to Settings on the top right corner of the page.
- Select Bills under Purchases.
Approvals
You can configure approvals for bills. You can choose from No Approval, Simple, Multi-Level, and Custom Approval types based on your business requirements. Learn more about Approvals.
Fields
You can create new fields for the Bills module and assign different data types for each of them. Learn more about Fields.
Notes is a predefined custom field. By default, this field will be active and will not be shown in PDF and Vendor portal. You can enable the option to show the Notes in the bill’s PDF. Here’s how:
- Hover over Notes and click the down arrow on the right side.
- Select Show in all PDFs.
Validation Rules
You can create rules to set restrictions on the data being recorded. Learn more about Validation Rules.
Buttons
You can create new buttons in the Bills module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about Buttons.
Related Lists
You can view data from both the app and third-party services with Related Lists, making it easy to cross-reference information from different sources. Learn more about Related Lists.
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