Connected Britixo help topic

Supplier bill help index

Every Britixo help article connected to supplier bill is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

37 connected guidesLive-search indexedBritixo only

01Create billable task time on an invoiceSelect eligible unbilled time and convert it into invoice line items.Projects, tasks and time tracking 02Enable Accounting access and permissionsAssign the minimum Accounting & Bookkeeping capabilities required for each role without exposing settings or destructive actions unnecessarily.Accounting & Bookkeeping 03Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping 04Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping 05Choose cash or accrual accountingUnderstand the accounting-basis setting and how it changes the timing of income and expense recognition.Accounting & Bookkeeping 06Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping 07Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping 08Configure payment mode account mappingsMap each CRM payment mode to the correct cash, bank or clearing account for received and paid transactions.Accounting & Bookkeeping 09Configure tax account mappingsConnect each CRM tax rate to the correct input-tax or output-tax ledger account used by sales and purchase transactions.Accounting & Bookkeeping 10Configure Purchase module mappingsMap purchase orders, supplier invoices, payments, refunds, returns and debit notes when the Purchase module is active.Accounting & Bookkeeping 11Convert Purchase orders, invoices, payments and refundsReview every Purchase integration transaction type and post eligible supplier activity using configured mappings.Accounting & Bookkeeping 12Create banking rulesAutomate repeatable classification or matching suggestions for feed transactions with consistent descriptions, payees or amounts.Accounting & Bookkeeping 13Add a bank transaction from a feedCreate a new Accounting transaction from a bank-feed row when no existing CRM or ledger transaction represents the movement.Accounting & Bookkeeping 14Match a bank transactionConnect a feed row to an existing Accounting transaction such as a customer payment, supplier payment, transfer or manual entry.Accounting & Bookkeeping 15Bulk match bank transactionsMatch a feed row or selected feed rows to multiple compatible Accounting transactions using the module's bulk-match tools.Accounting & Bookkeeping 16Journal entries overviewUse manual multi-line journals for accruals, reclassifications, corrections and other approved accounting events not created by a source workflow.Accounting & Bookkeeping 17Supplier bills overviewCreate, approve, pay and track supplier bills inside Accounting while maintaining vendor, tax and ledger connections.Accounting & Bookkeeping 18Create and edit a supplier billRecord a supplier liability with accurate vendor, dates, lines, accounts, tax, memo and attachments.Accounting & Bookkeeping 19Create a recurring supplier billConfigure a bill to generate future supplier liabilities on a repeat schedule without re-entering the template each period.Accounting & Bookkeeping 20Approve and manage bill statusesMove supplier bills through review and payable states before payment and prevent inappropriate payment actions.Accounting & Bookkeeping 21Pay a supplier billRecord a payment against one or more approved supplier bills using check, card, electronic payment or cash methods.Accounting & Bookkeeping 22Manage bill-payment allocations and attachmentsReview how a supplier payment is distributed across bills and maintain supporting payment files without changing unrelated liabilities.Accounting & Bookkeeping 23Vendor management overviewMaintain supplier identities, contact and payment information used by bills, checks and Accounts Payable reports.Accounting & Bookkeeping 24Create and edit a vendorAdd a supplier with unique identity, contact, address and payment information for Accounting workflows.Accounting & Bookkeeping 25Import vendors from a spreadsheetLoad multiple suppliers using the module's sample workbook and correct rejected rows safely.Accounting & Bookkeeping 26Use the vendor profile and transaction historyReview supplier details, bills, payments and account position from the vendor profile.Accounting & Bookkeeping 27Checks workspace overviewConfigure, create, sign, print, reprint, register and void supplier checks while maintaining bill and bank-account links.Accounting & Bookkeeping 28Configure check layout, bank details and signaturesSelect a supported check style and control the bank address, company logo, numbering and signature presentation.Accounting & Bookkeeping 29Create, sign and print a checkPrepare a check from approved bill payments or permitted transactions, then sign and print it through the controlled module workflow.Accounting & Bookkeeping 30Use the check register, reprint and void controlsTrack check numbers and status, reprint only when justified and retain a clear void history for unusable or cancelled checks.Accounting & Bookkeeping 31Link checks to supplier billsSelect approved supplier bills for a check and keep the check amount, allocations and payable balances consistent.Accounting & Bookkeeping 32Check transactions against a project budgetUse budget mappings and enforcement settings to compare proposed project spending with approved category limits.Accounting & Bookkeeping 33Use General Ledger, Journal and Trial Balance reportsTrace every posted debit and credit, review journal sequence and confirm total debits equal total credits.Accounting & Bookkeeping 34Use Accounts Payable ageing reportsReview unpaid supplier balances by age in summary and detailed bill or purchase-invoice views.Accounting & Bookkeeping 35Use Tax Detail, Summary and Liability reportsReview taxable transactions, totals by tax rate and the resulting tax payable or receivable position.Accounting & Bookkeeping 36Use Deposit Detail and Check Detail reportsReview deposits and check activity by account, date, payee and transaction reference.Accounting & Bookkeeping 37Review expense and finance resultsAnalyse converted CRM expenses, supplier bills and related financial statement impact through detailed and summary reports.Accounting & Bookkeeping