Enter an itemized bill

1. Click "Enter Bill/Receive PO" on the Accounts Payable Navigator
2. Enter or select the vendor ID number. If the vendor has any default settings ServMan will automatically populate those where applicable
3. If you are receiving goods from a PO, select the PO number from the "Receipt From PO#" dropdown to prefill all information
4. Select the department if not prefilled
5. Enter the job number the invoice is for, if applicable. You can override the job on the detail lines as needed
6. Enter the carrier (shipper), if applicable
7. Enter the warehouse where the items were received. This is required for stock items and the items will increase the stock quantity in that warehouse
8. The default action is to "00 - Purchase to warehouse"  
   • If you have had the items shipped directly to the job site, change the dropdown to "01-Direct to Job or Order"
9. Enter the invoice number or check the "Waiting on bill from vendor" checkbox to enter it later
10. If you did not select a PO number, detail the bill by adding the individual items and quantities received
11. Enter or edit the price as needed
12. ServMan automatically calculates the tax based on the tax codes set for the vendor and tax status of individual items
    • If you need to edit the amount, check the box to the left of the Sales Tax field to change the tax amount
13. Enter any freight charges
14. If you are withholding retainage on this bill, check the box and enter the percent withheld.  Click HERE for more information about AP Retainage
15. Click Save

Video Tutorial - Entering Bills

To watch a tutorial on how to enter AP Bills, click HERE.