Bill Manager helps you manage vendor payments, track bills, and organize your financial workflows in one centralized location. This guide introduces you to the main areas of your dashboard so you can easily navigate and find what you need.
Main navigation tabs
Your Bill Manager dashboard is organized into four main tabs, each serving a specific purpose:
Vendors tab
This is where you'll find all your vendor information. You can view your vendor list, add new vendors, and find the payment history for each vendor.
Bills tab
This displays all your bills in one place. You can see upcoming, current, and overdue bills, plus create new bills or import them from multiple sources, including invoice files.
Approvals tab
If your account uses approval workflows, this is where you'll review and approve pending payments before they're processed.
Payments tab
This shows all your in-progress, completed, and scheduled payments. You can track payment status, download reports, and view payment details.
Key dashboard features
Top navigation bar
- + New Payment button: Quick access to send payments from any tab
- Notifications bell: Shows important alerts and tasks that need attention
- Settings menu: Access your account configuration options
Search and filters
Each tab includes search bars and filter options to help you quickly find specific vendors, bills, or payments.
Accounting software connection
An optional sync feature lets you connect Bill Manager with your existing accounting software to keep your books updated and in sync. Select the sync button to connect your account with accounting software to automatically sync payments and ensure accurate financial records.
Automatic connection:
- Payments made through Bill Manager are automatically reflected in your accounting system, saving time and reducing the risk of errors.
- Your bills, payments, and vendors will be automatically connected, streamlining your workflow and ensuring accuracy.
- Real-time data sync: Data will automatically sync in real time, keeping your accounts up to date without delay.
This integration ensures that your accounting and bill payments are always in sync.
That's it! Now you're familiar with the basic layout of your Bill Manager dashboard. Each tab is designed to handle specific tasks, making it easy to find what you need and manage your vendor payments efficiently.