For the complete documentation index, see llms.txt. This page is also available as Markdown.

Bills (AP)

Read, approve, match and pay what you owe.

Bills (AP):

The Bills board

Every bill you owe sits in one board, sorted into lanes by where it is: waiting for your review, posted and still owing, or paid.

Bills (AP):

Upload a bill

Upload a PDF or photo of a vendor bill and ZeraBooks reads the vendor, number, dates, lines and categories for you.

Bills (AP):

Create a bill by hand

Enter a bill without a document: pick the vendor, add each line with its price and category, and add a holdback or reverse charge when you need one.

Bills (AP):

Why a bill is waiting

A bill posts on its own only when seven checks pass. Here is each check, what it means when it's unmet, and how to clear it.

Bills (AP):

Approve or reject a bill

Approving a bill posts it to Accounts Payable in one click. Here is how to approve, what happens with a new vendor, and how to return a bill for correction.

Bills (AP):

Match a bill to its bank payment

Once you've paid a bill and the payment is on an uploaded statement, apply it to the bill. Partial payments, bank fees, vendor credits and other currencies are covered.

Bills (AP):

Mark a bill as paid

Record a bill you paid outside your uploaded statements, such as a check or cash, so ZeraBooks knows it's settled. It records the payment; it doesn't send one.

Bills (AP):

Delete, void or reopen a bill

Delete a draft that never posted, void a posted bill while keeping it for the record, reopen a posted bill to fix it, or restore a voided one.

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