Accounts Payable

Created by Binita Goswami, Modified on Mon, 18 Nov at 4:24 PM by Binita Goswami

Accounts payable in field sales refers to the tracking and management of payments owed to suppliers, vendors, or service providers for goods or services used in sales operations. This is important for maintaining good supplier relationships, ensuring timely payments, and managing cash flow effectively. Efficient accounts payable processes contribute to cost control, improved financial accuracy, and smooth operations in the field sales ecosystem.

Here is a reference video:

Step by step instructions to get accounts payable

Click on the Financial menu from left
Click on Account payable
Click on the two buttons blue & green to export the list into Excel and PDF
Click on New expense button to add expense
Click on to record any payment done offline
Click on to see the previous payment log history
Click on to see the pending bill against the expense
For offline payment record entry click on Offline Payment
It will open a popup to fill the records of offline payment.
Select the purchase bill to tag
Click on the checkbox of Full paid, it will show the paid amount as full amount
Click on checkbox at reconciliation column
Upload bill by clicking on choose file
Check on Bill to invoice for making the payment amount tagged as billable
Click on Save button to save the payment