Bills often include multiple line items like products, services, or charges. Whether you're editing an existing bill or adding new items for the first time, Tyms makes it easy to record and manage all the necessary details under each bill.
Steps to Edit Bill Records:
From the top navigation bar, select More, hover over Spend, and click Bills. This will take you to the Bills page, where you can view all your recorded bills in the bill table.
Use the Search Bar or scroll through the list to locate the specific bill you want to update.
All the fields on the table are editable. Click on any field (e.g., Title, Customer, Due Date) to make changes to the record.
Steps to Record Bill Items:
To view, manage, or edit the items associated with a bill, use either of the following methods:
Menu edit: Click the three-dot icon at the start of the bill row, then select Edit from the menu.
Inline edit: In the Bill Table, click directly on a field, such as the Total Amount cell or the Balance cell, to open it for editing. Each field on the table is editable, and clicking it opens the relevant details for update, including the account.
Click on the Total Amount of the bill you want to edit.
A modal window will open, displaying the line items recorded under that bill.
Inside the modal, you can:
Edit line items by clicking on any field (e.g., Item Name, Quantity, Account, Amount, Tax, Discount)
Add a new line item by clicking the ➕ icon in the action column to insert a new row
Delete a line item by clicking the ➖ icon in the action column to remove a row
As you make changes, the Total Amount updates automatically in real-time.
When you're finished, click “Save” at the bottom of the modal to apply your changes. The itemized details and total bill amount will update immediately.