Receiving bills
Viewing open bills
You can view bills from a number of places within Promis depending on the stage they are through the approval process.
Promis home page
All bills requiring action for your selected company will display on your Dashboard. You can access your home page by clicking on the Promis logo at the top left of the page.
Bookkeeping Overview page
All open bills for all entities that you have access to can be seen on the 'Bookkeeping Overview' page. You can select 'Overview' this page from the Promis hamburger menu on the top right.
Purchase Bills History page
If you want to view more details on any particular invoice simply click on it and an expander will open.
Here you will see previous bills from the same supplier, the history of the invoice and a PDF link that you can click to view the full line item details for that invoice.
Available actions to take on bills
You can view or act on the following options:
1. Allocate account - You cannot process an invoice if an expense account has not been allocated. Click to view and allocate expense accounts to those invoices.
2. Authorise bill - The invoice requires authorisation. Click to view and authorise those invoices.
This will not display if (i) you do not have user rights to authorise invoices or (ii) your organisation has not enabled the 'Authorise bill' function.
3. Approve payment - The invoice requires approval. Click to view and approve those invoices.
This will not display if (i) you do not have user rights to approve invoices or (ii) your organisation has not enabled the 'Approve bill' function.
4. Make payment - The invoice requires payment. Click on the number to view those invoices.
Your options for payment are 'Pay now' or 'Pay when due'. Pay now could be useful if you have cash available which you want to take advantage of in paying your bills. 'Pay when due' will automatically pay the bill on the date it is due, thus extending your cash flow as much as possible.
This column will not display if you do not have user rights to pay invoices.
5. Payment scheduled - Payments have been applied and are future dated to be paid. Click to view those invoices.
6. Disputed - This invoice has been disputed. Click on the number to view those invoices.
Related Articles
Can I receive eInvoices as well as send them?
Absolutely, once you are set up in Promis you can both send and receive invoices. Make sure you invite your clients & suppliers to register with Promis so that you can benefit from the time and cost savings associated with e-invoicing. The more ...How do I add or remove a user? How can I change user access levels?
Adding or removing users If you have 'Subscriber' user access level in Promis you can add or remove other users, and assign user access levels. Go to 'MANAGE ORGANISATION' using the hamburger menu on the top right-hand side. Go to the fourth tab ...How do I invite my suppliers to join Promis?
The benefits of using Promis as a client grow exponentially the more suppliers are using the same platform. To invite more SUPPLIERS go to the hamburger menu on the top right and select the menu item 'RECEIVE BILLS' and click on 'INVITE SUPPLIERS'. ...How does getting paid faster benefit my bottom line?
Sufficient cash flow is incredibly important as the amount of available cash on hand at any given time affects both daily and long-term operations. The impact on your bottom line by getting paid faster is impressive. For example, if you have $20K ...How much does it cost?
MYOB, QuickBooks, Reckon & Xero MYOB, Reckon, QuickBooks and Xero software users can get started straight away with a 30-day free trial. If you decide to proceed the annual fee is $240 (plus GST) - so a very affordable $20 per month (plus GST). Other ...