Enter Bills

Bills received by the church are recorded in Enter Bills. You have the option to move intoPay Bills after entry. Use Credit Memos to reduce a balance without entering a payment.

Access Enter Bills

To access from the Button Bar, go to Transactions > Enter Bills

To access from the Home Screen, go to the Quick Access Button.

If you have set up Recurring Transactions to reuse in your transaction screens,

Click to apply a saved transaction. will show the results of the transaction on the associated account.

Locking Fields
Data entry fields that aren't in use can be turned off for a batch. Clicking the switch icon from green/up to red/down skips the field when using keyboard shortcuts like Enter and Tab.

Enter a Bill

1. Enter the Date Occurred.

2. If applicable, enter an Invoice Number and Due Date.

3. Select the Vendor/Payee.

4. Comments can be noted on the Transaction or individual Line Items.

5. In the line items, choose an Expense or Income Account and Amount.

6. If the line item represents a credit being made back to the recipient of the bill, click the CR Memo box. This reduces the Total by the Amount in the line item.

7. Click Add to finish the line item. Continue entering line items, if needed. Click to add this bill to the Unposted Bills Batch.

Save, Post, and Pay Bills

• Click Print to generate a Bill Batch report.

  

• Click Post to record the bills in the Accounting module.

• Click Post & Pay These Bills to open the Pay Bills screen after posting.