Bill Management
How to Replace PO with Bills Items
Replace PO with Bill items will replace the items within the Purchase Order (PO) with the items from the selected Bill Follow the below steps to Replace PO with Bills Items Navigate to the Web Portal and login On the left-hand main menu, select ...
How to Export Bills
Follow the below steps to Export Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on the button for More Options and select Export Chose the format of the File You can change the File ...
How to Reload Bills
Reloading a bill will reload the bill sent from Extracta into the bill again to update any quantities or changes made when retraining the bill Follow the below steps to Reload the Bills Navigate to the Web Portal and login On the left-hand main menu, ...
How to Approve a Bill
Follow the below steps to Approve the Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills The bills that need to be approved are in the Drafts section Select the checkbox corresponding to the bill ...
How to Auto Match Bills
Follow the below steps to Auto Match the Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Select the checkbox corresponding to the bill you wish to Auto Match with the PO. Click on the Auto ...
How to Void Bills
Only Approved Bills can be Voided Follow the below steps to Void Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Select the checkbox corresponding to the bill you wish to Void. Click on the ...
How to Revert Bills
The "Revert Bills" function transitions approved bills back into draft mode. Follow the below steps to Revert Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Select the checkbox corresponding ...
How to Edit Bills
Follow the below steps to Edit Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on the 3 dot option and select Edit Alternatively, you can right-click on the entry and Select the Edit ...
How to Create Bills
Follow the below steps to Create Bills Navigate to the Web Portal and login On the left-hand main menu, select Purchasing and Bills> Bills Click on either "Add New Record" or the "+" sign to initiate the creation of a new Bill. Choose the Supplier ...