How do I find and open a bill?

Go to Finance > Bills, use the filters to narrow the list, then click the bill's row to open its details.

Steps

1. In the left-hand menu, go to Finance and click Bills.
2. Narrow the list with the tools above it:
   • Search...: type an invoice number.
   • Select date range: pick a start and end date.
   • Project:: pick one project, or All Projects.
   • Status: show only one status, for example Pending.
   • App User: tick one or more workers.
3. Click anywhere on the bill's row. A panel slides up from the bottom of the screen with the full details.

Bills list with the search, date range, project, status and app user filters

What the details panel shows

• Invoice No., Hourly Rate, Pay Period and Project.
• Contractor Details: Contractor, ABN, Address and Phone Number.
• Bank Details: Bank Name, BSB and Account Number. Click the copy icon next to a detail to copy it.
• Line items, one row per day, with Total Hours, Subtotal, GST (10%) (only when GST is included) and Total Amount.
• A check of the bill against the worker's timesheets. See How are bills checked against hours?
• View Notes shows any notes added during review.

Good to know

• Use Rows per page (25, 50 or 100) and Previous / Next to move through long lists.
• Click Cancel to close the panel.

If something goes wrong

• No results found. means no bills match your filters. Click Clear Filters (the funnel icon with a cross) and try again.

Related questions

• What are bills and where do they come from?
• How do I approve, decline or correct a bill?
• Why can't I approve or decline a bill?
• How are bills checked against hours?

All subcontractors and bills questions