I can generate vendor payables from "To be reported" page
JB

Jean-Philippe Boul

Created Jan 25, 2023

I can generate vendor payables from "To be reported" page

1
    s

Haroldwaste

11 Steps
1

Go to Jules AI

2

In the "Invoices & Payables" menu, access the "Vendor payables" page. You can filter by status to see only the "Ongoing" and "Pending" reports

In the "Invoices & Payables" menu, access the "Vendor payables" page. You can filter by status to see only the "Ongoing" and "Pending" reports
3

You can apply other data manipulation tools, such as searching, grouping, sorting and filtering

Here we have grouped by "Provider"

You can apply other data manipulation tools, such as searching, grouping, sorting and filtering
4

Once you have made your selection, you can either click at the end of a line on the "Generate" button or in the bulk action icons on the "Generate" button

Bulk action buttons are on the top right of the table

Once you have made your selection, you can either click at the end of a line on the "Generate" button or in the bulk action icons on the "Generate" button
5

In the vendor payable generator, you can edit the billing entity details

Any change made here, will be saved for future actions

In the vendor payable generator, you can edit the billing entity details
6

You can also edit the provider details

Any change made here, will be saved for future actions

You can also edit the provider details
7

You can check the report details and make changes

You can check the report details and make changes
8

For instance, you should enter a "Due date"

For instance, you should enter a "Due date"
9

Then click on "Save"

Then click on "Save"
10

Then you make the relevant changes in the report lines (edit of elements, description, weight, price) or add the relevant new rows

11

Then you can click on "Save as draft" or "Mark as complete"

If you "Save as draft" you will be able to edit the report later on, whereas if you "Mark as complete" you won't be able to do any further change

Then you can click on "Save as draft" or "Mark as complete"
Well done!
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