A bill can be edited in two ways:
Inline edit: In the Bills 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 expense/liability account.
Menu edit: Click the three-dot action menu (⋮) at the start of the bill row, then select Edit from the menu.
Recording a Payment
When you make a payment toward a bill, the payment can be recorded to update your outstanding balance.
Click the three-dot action menu (⋮) beside the transaction, then select Manage payments.
In the Record payments modal, select the payment account and enter the paid amount.
Use the ➕ icon to add another payment row, or the ➖ icon to remove one.
Click Save.
Alternatively, click directly on the Balance cell in the Bills Table to record a payment inline.
Deleting a Bill
Single bill: Click the three-dot action menu (⋮), then select Delete.
Multiple bills: Select the checkbox next to each bill you wish to delete, then click the red Delete (X) button at the top of the table. The button label indicates the total number of selected bills.
Duplicating, Publishing, and Reverting to Draft
Duplicate: Click the three-dot action menu (⋮), then select Duplicate to instantly create a copy of the bill.
Publish a draft: For bills currently showing a Draft status, click the three-dot action menu (⋮) and select Publish to move the bill out of draft.
Revert to draft: For published bills, click the three-dot action menu (⋮) and select Revert to draft to transition the bill back to draft status.