Goal:
- Record payments made for approved bills
The above steps apply to organizations that utilize our Payment Tracking workflow. It does not apply to the Bill Payments workflow.
Once bills have been approve, a payment method can be recorded for how the payment was made on the bill.
Steps:
-
Go to Accounts Payable → Payment Tracking
-
You will be directed to the Pending Bills tab
-
Select the checkbox next to the bill(s) you want to pay
-
Select the Make a Payment button on the top right
-
Fill out the necessary details and submit them for approval
Additional Information:
- Users with Payment Processing access under the Account Payable role will be able to perform the steps listed.
- The above steps apply to organizations that utilize our Payment Tracking workflow. It does not apply to the Bill Payments workflow.
- How to mark a payment as paid
- Is there a limit to how many Bills can be paid at once?