Using the Dashboard's Payments and Vendors Section
In the Payments and Vendors section, you can track payments created or submitted to BILL for processing. You can also manage new and linked vendors associated with the subsidiary.
To use the dashboard’s Payments and Vendors section:
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Go to Payment Automation > Dashboard > Overview.
Note:By default, these roles have preconfigured permissions to access Payment Processing: Administrator, Payment Manager, and Payment Clerk. For standard or custom roles and permission requirements, see Setting Up Intelligent Payment Automation Roles and Permissions.
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On the Automated Bill Payments Overview page, if you have multiple subsidiaries, click Payables next to one you have access to.
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In the left panel, under Payments and Vendors, click the page you want to view
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(Optional) At the left panel’s header, from the dropdown list, you can select another subsidiary that you have access to.
For the selected subsidiary, you can access the lists and complete tasks in the following pages:
Payments and Vendors: Payments
On the Payments page, you can view the list of all payments, outstanding checks, or payments pending approval associated with the subsidiary. Beside the Search box, the following filters can be used to narrow down the list: Vendor, Payment Creation Date, or Status. Alternatively, the value for any of these filters can be entered in the Search box.
Below the filters, the Export to CSV option appears, which enables you to generate and save a soft copy of a CSV file. Depending on the volume of transactions, multiple files of 10 MB each may be generated.
In the Reference No. column, the reference number link appears to provide access to the associated bill payment record.
For more information, see Viewing Payments.
Payments and Vendors: Vendors
On the Vendors page, you can view the list of new and existing vendors associated with the subsidiary. The list includes vendors for which the subsidiary is assigned as a primary or secondary subsidiary.
For Administrators or Payment Managers, the Sync Vendors with BILL option appears when you have vendors in Pending Sync status that qualify for syncing. Also, the following message appears at the header: Vendors Pending Sync with BILL. For vendors that do not qualify, the error icon appears to provide more details.
For example, in the Vendor column, when you point to the error icon, it may display the following message: Missing billing address. To add a U.S. address or other required details, click the vendor link.
For more information about syncing and qualification criteria, see Vendor Setup and Management for Payment Automation.