In WorkflowMAX, you can now add supplier bills without the need to first create a Purchase order.
To add a standalone bill, navigate to:
- In the menu bar, click Purchase and Bills
- Click "+ New Bill" at the top right-hand side of the screen
Add your Job, Supplier, Supplier Invoice Number, Invoice Date, Due Date, and Cost information. Note: All of these are required fields.
Please take note of the "Tax Exclusive/Tax Inclusive" dropdown to the left of "Add Cost"
- Add your cost line(s) to the bill, ensuring the GL Account column is displayed in the table so you can select the correct account code to apply to the line item in the exported bill.
- Add your PDF Supplier Bill to the documents tab. This will sync through to Xero once your bill is approved.
- Once you're happy with the information entered, press "Save and Approve" at the bottom right-hand side of the screen.
- Once you're back on the bills screen, you will be able to see the bill status and click through to the bill in Xero/QBO by clicking the icon on the far-right of the screen
Any standalone bills added will also be assigned to the relevant job as an actual cost.
Frequently Asked Questions
What permissions do I need to approve standalone bills?
To approve standalone bills, you will need Full Access for the "Bills" permission. If you would like your team to create bills (but not approve them), you can assign them either "Create/Cancel access" or "Create access". "View-only access" is also available