Using the Create a New Bill page

You can use the Create a New Bill page to generate a new bill.

Applies to: Accountants, Accounting Assistants 

This article explains how you can create a new bill in BindHQ. You are required to enter certain information into the UI to ensure the correct posting of the bill within the general ledger.

 You can find this page by going to the “Accounting” tab in the side navbar, then going to “General”, and then selecting “Create a New Bill” from the Accounts Payable tab

You can use this page to answer the following questions:

• How can I create a new bill? 

To enter a new Bill you must enter the following information:

• Division
• Payee -you can search for the Payee within the UI. It can be any one of the following entities:
• Insureds
• Retail Agencies
• Marketing Companies
• Suppliers
• AP Account - you can choose from any one of the following AP accounts in your Chart of Accounts
• Policy - You can search for the Policy # within the UI
• Posted at - this is set to today’s date
• Due at - you can set this at any date in the future
• Reference - this is a free text field for your internal purposes
• Memo - this is a free text field for your internal purposes

You can also add Items and/or Expenses.

Once you have entered all the required information, you must click on the ‘Submit Bill’ button.