Managing bills

Manage your Bills

For a video tutorial on how to manage your AP bills, click HERE.

A bill provides a detail of the goods and services you received from a vendor. ServMan provides power features for tracking bills and paying them on time.

Find a bill

ServMan provides a Bills SmartView, which allows you to search for bills using multiple criteria, in addition to a bills list.

Bills SmartView

1. Click Bills in the bottom center of the Accounts Payable Navigator.
2. Enter your search criteria.
3. Press Enter or click Start Search.

Bills list

1. Click on Bill List in the bottom right of the Accounts Payable Navigator.
2. Select the accounting period the bill is in.
3. Scroll through the transactions to locate the bill.

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Add a bill

There are several ways to enter bills in ServMan. Please select one of the following options to see detailed instructions for entering a bill:

• Enter an itemized bill
• Enter a bill for expenses
• Receive against a purchase order

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Bill menu shortcuts

ServMan provides a button on many screens that allows quick and convenient access to frequently used functions. For bills, the menu has the following options:

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Edit a bill

1. Open the bill.
2. Edit the information as needed.
3. Click Save.

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Place a bill on payment hold

A payment hold prevents a bill from being paid through ServMan. The bill will not appear in batch checks or when writing manual checks. You can also place a vendor on payment hold to prevent any payments from being made to a vendor?

1. Open the bill.
2. Check the Hold this bill from payment option.
3. Click Save.

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Delete a bill

Not all bills can be deleted. Bills that contains stock items or have payments applied to them cannot be deleted - voiding the payment will not allow you to delete the bill. You must enter a credit memo to adjust these bills.

1. Find the bill.
2. Right-click and select Delete.

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