View a bill
To open and view a bill, click the link in the Description column.
Add a new bill
To enter a new bill, click the New Bill button in the sidebar. More
Change the list view
You can filter the list to change what displays in the list.
To filter the list to show bills by status, click the Status in the View sidebar:
To filter the list to show bills by due date, click All to see all bills, or choose one of the ranges of days. Filtering the list by due date is handy, when for example, you want to see which bills are coming due this month so you can plan ahead to make sure you have money to cover them.
Click the date range you want or create your own custom range by entering "From" and "To" dates and clicking Refresh List To view all entries from the beginning of your records, leave "From" blank. To view all entries with future dates, leave "To" blank.
Based on the date range you chose, you will see the number of bills in the time period, the total amount paid on all bills for the time period, and the total amount owed for bills in the time period.
Export the list
To export your bill details, filter and sort the list to view the bills you want to export and then click the csv export icon next to the printer icon. More
Delete a bill
To delete a bill, point to the bill and click the Trashcan.
You can’t delete the bill if it has been partially or fully paid.
Edit a bill
To edit a bill, point to the bill and click Edit.
Make the changes and click Save Bill.
Sort the list
To sort the list, click the heading you want to sort by:
The direction of the orange arrows indicates if the sort is ascending
or descending
. The arrow pointing
up means the entries are sorted in ascending order: (A to Z) for words,
lowest to highest order for numbers, and earliest to latest for dates.
The arrow pointing down means the entries are sorted in descending order:
(Z to A) for words, highest to lowest order for numbers, and latest to
earliest for dates.
Click the sort direction arrow to reverse the sort. More
Print the Bills List
To print the Bills List, click the printer icon:
