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

Haroldwaste

  1. 1. Go to Jules AI

  2. 2. In the "Invoices & Payables" menu, access the "Supplier payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering

    For instance, you can filter by status to see only the "Ongoing" and "Pending" reports

  3. 3. 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

  4. 4. In the supplier payable generator, you can edit the billing entity details and the supplier details

    Any change made here, will be saved for future actions

    In the supplier payable generator, you can edit the billing entity details and the supplier details

  5. 5. You can check the report details and make changes

    You can check the report details and make changes

  6. 6. For instance, you should enter a "Due date"

    For instance, you should enter a "Due date"

  7. 7. For instance, you can select the template you want

    For instance, you can select the template you want

  8. 8. Then click on "Save"

    Then click on "Save"

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

  10. 10. 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"