Vendor Bills

Overview

A vendor bill is an invoice received for products and services purchased from vendors and hence considered as expenses for the company. You can send a request via a purchase order first and then convert the received items into vendor bills. However, the first step is not required and you can directly create the vendor bills.

The Vendor Bills screen allows you to enter accounts payable when the products and services are provided by third party suppliers or vendors. It allows you to create, view and edit bills from vendors and outside consultants in relation to specific projects. The company can then cross bill this vendor invoice to the client, making it a hybrid transaction (it hits both accounts payable as well as accounts receivable). This unique nature of vendor bills allows professional service firms to link these bills to client invoices and hold vendor payments until the client pays the invoices (pay when paid). Click to watch this video on managing vendor bills in Core.

When you create a vendor bill, Core automatically creates corresponding time or expense entries for each item. You can even edit and approve the entries before billing them to your client. On the other hand, you can create vendor bills by importing un-billed time and expense entries recorded by a vendor. When you mark expenses as reimbursable and approve them, Core automatically creates system vendor bills for them. When more such expense entries are created, Core ties the new entries to the existing open bills, provided they are of the same month. If there are no open vendor bills with the same month, Core creates a new one. A generic vendor bill can also be created, which is not associated with any specific project. In this case, you can post the expenses to the respective accounts. Core adds the attachments of the vendor bills automatically to their linked time and expense entries, which can then be transferred to the related invoices, if needed.  

Core allows you to submit vendor bills for approval and after approving them, bill them to your clients. The approval process at the vendor bill level is for the payable side (A/P) of it and that in the time and expense entry screens is for the billing side (A/R) of it. When submitting a vendor bill, you are not submitting the individual entries but the entire bill.

From the accounting view, entering vendor bills credits and increases your A/P; on the other hand debits and increases your expenses. It tracks the bills through the A/P register and affects the accrual basis of accounting. You can enter credit card charges in Core as vendor bills. For that, you need to create vendors for your credit card companies. However, credit card receipts are essentially accounts payable (A/P).

If you follow a submit-approve workflow in your company for A/P, you must familiarize yourself with the icons used to indicate different workflow status in Core.

Icon Status

Forwarded

Submitted

Approved

Rejected

Note: You can get a visual overview of this feature in Core from the Accounts Payable flowchart.

Field Descriptions

Basic Tasks

Create Vendor Bills

Edit Vendor Bills

View Reports

Advanced Tasks

Create Vendor Bills from Time and Expenses

Add Documents

Add Custom Fields

Send Vendor Bills

Memorize Vendor Bills

Copy Vendor Bills

Pay Vendor Bills

View Journal

Download Vendor Bills

Send Vendor Bills for eSign

Submit Vendor Bills

Approve Vendor Bills

Batch Update Bills

Email Vendor Bills

Show/Hide Columns in Grid

Export Vendor Bills

Apply Filters

Mark Screen as Favorite

Field Descriptions

Field Name Field Description
Vendor Bills > Edit Vendor Bill > General >
Bill Number Whenever you create a new vendor bill, the vendor bill number is auto-generated, but you can change it. Core automatically assigns the bill number counting one unit from the value specified in Global Settings.
Reference No. A number can be entered here to track the vendor bill, such as a routing number from a personal check. The field size should not exceed 60 characters.
Term Payment term is retrieved from the Vendors screen (if available) or Purchase Orders (if bills are created from PO receipts), but can be overwritten here. This term flows to the checks and is reflected in reports for prioritizing A/P by the due date.
Due Date The due date of the vendor bill based on the payment terms set. This is the date when the bill should be paid by your company. The due dates are retrieved from the Vendors screen (if available) or Purchase Orders (if bills are created from PO receipts), but can be overwritten here.
Accounts Payable A/P account you want to use for the vendor bills of the selected vendor. All the payables for this vendor bill are then posted to this account. Core supports multiple A/P accounts. You can assign a default A/P account at the global level; a non-default A/P account at the vendor level or simply override it here.
Vendor Bills > Edit Vendor Bill > General > Items >
Service Indicates whether the vendor bill line item is a service item or an expense item. It is checked for service line items.
Units/Hour The number of service hours or expense units received from a vendor. In case of activity items, hours represent actual hours worked.
Cost Rate The per unit cost of the selected service or expense item. If the selected project has a fee schedule, those rates will be carried forward. As you can convert vendor bills into time and expense entries, and bill a client, Core uses this cost rate in the time and expense screens. You can change these rates there, if needed.
Bill Rate Rate at which a client is billed for per hour of work done by vendors on a project. It is pre-filled based on the project settings and rate hierarchy.
Markup %

Determines the percentage increase or decrease in the cost of an expense to determine the charge amount. Core automatically adds the markup to the expense line item if a vendor bill is created from a PO.

Example: If Cost Rate = $10, Units = 1 and MU% = 10, then Charge Amount = $11.

Cost Amount The total cost amount for the service or expense item. This is automatically calculated based on the cost rate and quantity.
Income Account Determines where the vendor bill line items get posted and is brought forward from the Activity or Expense Items screen. However, you can change it here. Assigning income account to items helps keep track of the account information, and generate profit and loss reports. It is also required for data integration with your accounting software.
Expense Account Determines where the vendor bill line items get posted and is brought forward from the Activity or Expense Items screen. However, you can change it here. Assigning expense account to items helps keep track of the account information, and generate profit and loss reports. It is also required for data integration with your accounting software.
Purchase Tax Amount/Rate This is a tax paid by the company on vendor services or expenses. In case of vendor expenses, it is subtracted from the charge amount to avoid double-taxation for the client. Core uses this rate to segregate the actual cost and tax amount. If you enter an amount instead of a percentage, Core reverse calculates the percentage value for you. Enter the dollar symbol ($) first and then the amount. 

Cost Amount = Net Cost Amount + Purchase Tax Rate

Cost with Purchase Tax = Amount without Purchase Tax / (1 + Purchase Tax Rate / 100)

In case of vendor services, you can enter a purchase tax/HST rate as a percentage for those activity/service items to accommodate the tax you pay them. This tax rate passes on to the time entries and vendor bills though it does not affect the Amount calculation in any way and is for tax reporting purposes.

If you create vendor bills with purchase tax on them, Core deducts that tax from their income account. When you enter a tax percentage, Core calculates the tax amount accordingly.

Extra You can enter activity line items as extra when services provided by a vendor need to be shown separately on invoices. These are essentially expenses of the company that pass to the client. Expense items that are billable are marked extra by default.
Vendor Bills > Edit Vendor Bill > General > Accounts >
Account

Account to which a vendor bill is posted. It can be bank, income, expense or any other account.

Amount

This is the amount that is payable to the vendor. Instead of creating multiple line items on a vendor bill for similar expenses, you can create a single line item that sums the total value of the individual expenses. You can calculate the summed total directly in Core using its in-cell calculator.

To use the in-cell calculator, you must enter the = sign to begin a formula including subtraction (-), addition (+), division (/) and multiplication (*) and then press Enter or click outside the cell to see the results. You can use the () parentheses for complex formulas. Example: Start with = and then enter the values such as =300+100, =300/100, =300*100, =300-100, or =(300+100) x 2.

Note: There is a limit of 25 on the number of characters entered here.

Class

Class is a transaction entity that allows you to track that entity and view its reports. If class has been assigned at the global, project or item level, this field gets pre-filled with it but can be overwritten here.

Vendor Bills > Edit Vendor Bill > Documents >

Show: Vendor Bill/Time Entry & Expense Entry/ All

By default, it displays the documents attached to vendor bills in this screen. However, you can choose to display the attachments of time and expense entries that are linked to vendor bills, or display all types of documents.

Vendor Bills > Workflow > Submit >

Submit To

You can submit vendor bills to your manager or a specific person from the list.

Resource

This can be an employee or a vendor (contract employee or outside consultant). This option is available only if you choose Submit To: Specific.

Vendor Bills > Email > Compose Email >

To

You can send an email to multiple recipients and also copy them using the CC and BCC options. You can click on the Choose Contact icon to open the Address Book and select multiple individuals or groups to email. However, if you are using a trial version of Core, it does not allow more than 3 distinct recipients at a time. For paid subscriptions, this limit is 50 recipients at a time.

Subject

Subject line of the email. You can also insert smart fields into it using the Add Smart Field option on the right.

Message

It represents the body of the email. It can be entered and edited using the formatting toolbar.

 

Create Vendor Bills

The Vendor Bills screen allows you to create, view and edit bills from vendors and outside consultants.

To create a new vendor bill, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Click Create New on the top-right.

    2. On the Create Vendor Bill dialog, enter the required information:

      • Vendor

    3. Click Create.

Note: If there are existing time or expense entries associated with this vendor, you are first prompted to link them to this new vendor bill.

    1. On the Create Vendor Bill screen, enter other information. Check Field Descriptions above for details.

      • Bill Number

      • Term: Payment term 

      • Due Date: The due date f the vendor bill based on the payment terms set

      • Accounts Payable

    1. Select the Items or Accounts tab, depending on whether you want to enter service and expense items for the bill, or post the amount directly to the accounts involved. (If you are creating vendor bills to transfer liability from the credit card account to your A/P, you must use the Accounts tab and select the credit card account you are transferring your liability from. Here, you can use the in-cell calculator to calculate the amount, if needed.) Check Field Descriptions above for details.

    2. Click Add and enter the required information in the top row of the grid. For example, you can add a service item from one of your consultants on two projects. Here, you can even decide, for example, if they are a billable or not. Click Done.

    3. As you keep entering the amount in the grid, the Bill Amount gets filled automatically. Click Save & Done or Save & Add Another.

When creating a vendor bill from items, Core automatically creates corresponding time or expense entries at the project level.

Edit Vendor Bills

Core allows you to change the vendor bill information. However, if the vendor bills are paid, only limited editing is allowed, such as changing the projects or phases on the bills. You cannot change details such as rates, costs and charge amounts. If you change the date of the vendor bills, Core updates the date of the associated time and expense entries, if the date of the entries was same as the date of the vendor bills.

To edit any vendor bill information, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select the vendor bills on the grid that you want to delete and click Actions > Delete.

    2. To edit a single vendor bill, click  on its row and select View Details.

    3. On the Edit Vendor Bill screen, enter details or make your changes.

    4. Click Save.

Note: You can also take other actions in the edit view using the Actions menu at the top-right such as submit bill, memorize bill, or send bill to your accounting software. 

View Reports

To view a report:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, click More > View Reports.

    2. Select a report from the Report List dialog. It opens in the viewer.

    3. Preview the report and then choose to export or print it.

Create Vendor Bills from Time and Expenses

You can create vendor bills from unbilled time and expense entries recorded by a vendor. Core allows you to do that by importing the related time and expenses along with their memos. Expenses are referred to as costs in the legal industry.

To create a vendor bill from existing time and expenses, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Click Create New on the top-right.

    2. On the Create Vendor Bill dialog, enter the required information:

      • Vendor

    3. Click Create.

    4. If there are existing time or expense entries associated with this vendor, you are prompted to review and link them to the new vendor bill. Click Yes.

    5. On the Vendor Time & Expense Entries dialog, select the entries that you want to link to the vendor bill. You can select the entries on the Time Details and Expense Details tab.

    1. Click OK.

    2. On the Create Vendor Bill screen, enter other information. Check Field Descriptions above for details.

      • Bill Number

      • Term: Payment term 

      • Due Date: of the vendor bill based on the payment terms set

      • Accounts Payable

    1. On the Items tab, review the entries or edit them, if needed. You might want to add or edit the Purchase Tax Amount/Rate. Check Field Descriptions above for details.

    2. Click Save & Done or Save & Add Another. Your bill is created based on the existing time and expense entries of the vendor.

Add Documents

You can add and view the documents associated with the vendor bills. By default, the list view displays the documents attached to vendor bills in this screen. However, you can choose to display the attachments of time and expense entries that are linked to vendor bills, or display all types of documents using the Show option.

To add a document to a vendor bill:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    2. In the list view, select a vendor bill on the grid and click  to select View Details.

    3. On the Edit Vendor Bill > Documents screen, click Add.

    1. On the Add Documents dialog, select the relevant tab, depending on the type of attachment.

      • Computer: To attach files stored on your computer, enter its Description and drag your file or click to browse to that location.

      • Hyperlink: To attach an external link, enter its Description and then insert the hyperlink.

      • Dropbox: To link files stored in your Dropbox account, enter its Description and then browse for it.

      • Google Drive: To link files stored in your Google Drive account, enter its Description and then browse for it.

      • OneDrive: To link files stored in your Microsoft OneDrive account, enter its Description and then browse for it.

      • Box: To link files stored in your Box account, enter its Description and then browse for it.

      • Resource Library: To link company resources, select the resource from the library. This option is available only with Core CRM.

    2. Click Add.

    Core pre-fills some of the information about the attached documents in the grid. You can send the documents to your clients, employees or other contacts for getting their digital or electronic signatures (eSignature via DocuSign) using the eSign option from the  row-action menu. Core automatically adds the signed documents to the Documents folder of the entity (record) as separate attachments. It displays the status of the document, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration.

Add Custom Fields

Using the custom fields, you can track extra characteristics and attributes of your vendor bills. For example, you might track vendor specialization and experience to match your company's needs. You can customize these fields in the Custom Labels screen.

To add a custom field:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    2. In the list view, select a vendor bill on the grid and click  to select View Details.

    3. On the Edit Vendor Bill screen, go to the Custom Fields tab.


    4. Click Add Custom Field and select the type of field you want depending on the purpose, say Text Box.

    5. On the Add Text Box dialog, enter the required information:

      • Name

      • Type

      • # of Characters

    1. Check Show in List View if you want this field to appear under the Show/Hide Columns list and show up on the grid. Click Save.

Note: You can display a maximum of three custom fields on the list view per screen.

Send Vendor Bills

In Core, you can send vendor bills to your accounting program, such as QuickBooks Online, Xero and MYOB AccountRight.

To send a vendor bill to your accounting program, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, select a vendor bill on the grid and click  to select View Details.

    2. On the Edit Vendor Bill screen, click Actions > Send To on the top-right.

    3. Select the relevant option from the drop-down, say QuickBooks. Your data is sent.

Memorize Vendor Bills

You can memorize an existing vendor bill for future use. To do so, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select a vendor bill on the grid that you want to memorize and click  to select Memorize. You can also memorize a bill from its detail view (Actions > Memorize).

    2. On the Create Recurring Bill screen, enter the required information. Check Recurring Bills for details.

    3. Click Save.

Copy Vendor Bills

You can copy vendor bills to create new ones. This saves time and effort in creating new vendor bills from scratch as most of the information is already filled in. You can later edit these copied vendor bills to make any changes, as required.

To copy a vendor bill, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select a vendor bill on the grid that you want to copy and click  to select Copy.

    2. On the Create Vendor Bill screen, you can see the information pre-filled for the new vendor bill.


    3. Enter any missing information or make changes, as needed.

    4. Click Save & Done.

Pay Vendor Bills

To pay a vendor bill, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select a vendor bill on the grid and click  to select Pay. You can also pay multiple bills by selecting all those rows and clicking Actions > Pay.

    2. On the Create Bill Payments screen, enter the required information. Check Bill Payments for details.

    3. Click Save & Done.

View Journal

You can understand the accounting behind a transaction by looking at its journal entries. In Core, you can open the Journal report to view the transaction details, including the accounts being credited or debited.

To view the journal, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, select the vendor bills on the grid whose journal you want to view. You can also select a single bill and click  to select View Journal.

    2. Click Actions > View Journal. It opens in the viewer.

    3. Preview the journal report and then choose to export or print it.

Download Vendor Bills

You can download the details of the vendor bills as a PDF file directly from the list view.

To download a vendor bill:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, select the vendor bill on the grid whose details you want to download and click  to select Download PDF.

    2. It prompts you to save the PDF at the relevant location, say your Desktop. Click Save.

Send Vendor Bills for eSign

You can send vendor bills and their attached documents to your vendors, clients, Core employees or other contacts to be reviewed and signed electronically via DocuSign. For that, you must have first connected Core to your company's DocuSign account via the Integrations screen. Core automatically adds the signed documents to the Documents tab of the entity (record) as separate attachments.

To send a vendor bill for eSignature, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.
      Vendor_Bills-esign-01.png

    2. In the list view, select the vendor bill on the grid that you want to send and click  to select eSign. (This option is not available if your Core account is not connected to a DocuSign account.) You can also send the bill to DocuSign from the detail view using the Actions menu.
    3. On the eSign - Email Details dialog, choose the To recipients or contacts to whom you want to send the bill via DocuSign.

      Purchase_Order-esign-02.png
    4. You can review and customize the email message, if needed. It is pre-filled with the email details from the Integrations > DocuSign Settings screen.
    5. At the bottom, select your Save Options. You can specify where you want to save the signed copy of the document, say Company Profile (as a company document), Associated Record (as a document of the record from which the eSign action was called) or Specific Record (as a document of an individual record of a specific entity). Core remembers this selected location for the next time a document of that type is sent out for eSignatures.
    6. Click the relevant option:
      • Send: Clicking the ‘Send’ button sends the document to all recipients. If multiple recipients are selected, each recipient receives a copy or version of the document to sign.
      • Send with Preview: If you choose to preview the document before sending, you are redirected to the DocuSign editor embedded in a new Core tab. From there you can make adjustments to the DocuSign document like adding, removing, and rearranging tags throughout the document.
    1. Core displays the progress bar and opens the vendor bill in the Send for eSignature screen.

      Vendor_Bills-esign-03.png
    1. Here you can insert Standard Fields like Signature, Initials, Date Signed, Name, etc. into your document where needed.
    2. You can take more actions on the document by selecting the relevant option from the Actions menu on the right.
    3. Before sending, you can also preview the document by clicking Recipient Preview on the top-right. Else, click Continue to skip the preview.
    4. Click Send to send the vendor bill to the recipients.

The document is then received as an email by the recipients (your contacts), who can then review and sign it electronically. The recipients also receive an email when the action is completed by them. DocuSign informs us via email if the document was reviewed, accepted or declined by the recipients and you can also view the eSign Status in the Documents list view, whether it has been delivered via DocuSign, viewed by the recipients, declined or completed by the recipients, etc. This column does not show up if you are not connected via the DocuSign integration. The signed documents are saved in the specified location.

Submit Vendor Bills

As a part of the workflow, Core allows you to submit the selected vendor bills for approval using various options. When vendor bills are submitted, the supervisor or manager gets notified about these submissions. You cannot submit entries or items that are already approved. In case of email notifications, Core allows managers to quickly approve or reject the workflow entries or items submitted by employees directly from the emails.

Project-related vendor bills are typically submitted for review and approval to the accounting person. In case of vendor bills, submission to a project manager is not possible because its line items can hit multiple projects and we cannot split a single bill to submit to multiple managers.  

To submit a vendor bill for approval, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select the vendor bills on the grid that you want to submit and click Actions > Workflow > Submit. You can also access this option from the detail view under the Actions menu > Workflow.

    2. On the Submit Vendor Bill dialog, enter the required information. Check Field Descriptions above for details.

      • Submit To

      • Resource: employee or vendor 

      • Memo

    3. Click Done.

    After submitting the vendor bills, you have an option to un-submit them by clicking Actions > Workflow > Un-submit. You can view the entire workflow history in the edit mode.

Approve Vendor Bills

As a part of the workflow, Core allows you to approve the vendor bills submitted to you. Approving vendor bills prevents modification by any user with limited security permissions. You can also reject the submitted vendor bills for any reason. However, only submitted or forwarded bills can be rejected, not the approved ones. In case of email notifications, Core allows managers to quickly approve or reject the workflow entries or items submitted by employees directly from the emails.

To approve a vendor bill, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, select the submitted bills on the grid. (You might want to show the Submit Status column using More > Show/Hide Columns.)

    2. Click Actions > Workflow > Approve. You can also access this option from the detail view under the Actions menu > Workflow.

    3. On the Approve Vendor Bill dialog, enter a memo, if needed.

    4. Click Done.

After approving the vendor bills, you have an option to un-approve them by clicking Actions > Workflow > Un-approve. You can view the entire workflow history in the edit mode.

Batch Update Bills

Making batch changes to the vendor bills is a non-reversible process. Batch update also allows you to reset the values to none if the field is not required. You cannot update or delete vendor bills that have bill payments associated with them.

To change any bill information:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select the bills on the grid and click Actions > Delete to delete them. Otherwise, click Batch Update to make changes to them.

    2. On the Batch Update screen, select the relevant fields and enter new values for them.

    3. Check the disclaimer at the bottom and click Update.

Email Vendor Bills

To email a vendor bill to a vendor, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. Select the vendor bills on the grid that you want to email and click Actions > Email.

    2. On the Compose Email dialog, enter the required information. Check Field Descriptions above for details.

      • To

      • Subject

      • Message

    1. Click Add Attachments at the bottom if you want to attach any files to the bill. You can also drag-and-drop any file into the Compose Email window from your desktop or email program. Then click Send Message.

If the email is sent to an address that is no longer working, there is a bounce-back email sent to let you know about this.

Note: You cannot remove the default or system attachments. Only user-defined attachments can be added or removed. Core restricts the file size of the attachments to 10 MB and sends the attachments as a single zipped file.

Show/Hide Columns in Grid

You can configure the fields or columns that appear on the grid in the list view. You can hide or show columns, and sort the order of columns according to your requirements.

To do so, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, click More > Show/Hide Columns on the action bar.
    2. Select or un-select the column names in the drop-down list, say Due Date.
    3. Next, click the column name you want to sort the data by, say Amount.
    4. Click once for ascending order (A-Z) and twice for descending order (Z-A).

Note: You can resize the column widths on the grid and then reset them, if needed (More > Reset Column Widths).

Export Vendor Bills

In Core, you can export vendor bills to the Comma Separated Values file format. Core exports data from all available columns and not just the columns visible in the grid.

To export vendor bills to a .CSV file, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, click More > Export as CSV.

    2. A .csv export file is created and saved on your system at the default download location, say your desktop. Click to open the spreadsheet.

Apply Filters

To view selective data on the grid, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, click  on the right.

    2. On the Filters panel, select a filter from the drop-down and specify individual records or range.

    3. Click Add Filters to specify more filters.

    4. When you have finished, click Apply Filter. You can see selective data now.

    5. In the list view, you can remove the individual filters by clicking  on each. To disable applied filters temporarily or remove all filters, click next to the Filters icon and select Disable Filters or Clear All, respectively.

Mark Screen as Favorite

You can mark or flag the most-often used and important screens in Core as your favorites up to a maximum of ten. These favorite screens then display separately on the side menu under the Favorites list.  You can manage all your favorite screens in Core from User Preferences.

To mark this screen as your favorite, watch this video or follow these steps:

    1. Open the Vendor Bills screen from the side menu > Payables > Vendor Bills.

    1. In the list view, click  on the top-right.

    2. You can access this screen from the side menu under Favorites.

Was this article helpful?
0 out of 0 found this helpful