Step-by-Step Guide
Follow these steps to create a new Bills Table in the system:
Navigate to the Data Table Section
In the sidebar, find and click on the Data Table section.Add a New Table
Once you're in the Data Table section, click the ➕ icon to add a new table.Select Your Table Type
A modal will appear. From the dropdown menu, choose Bills Table as the table type you want to create.Create the Table
After selecting the Bills Table, click the Create Table button. Your new Bills Table will appear in the navigation bar for easy access.If No Tables Are Available
If you have already created all the available tables, the dropdown will display the message "No available tables."
Understanding the Columns in Your Bills Table
The Bills Table includes the following columns to help you track, manage, and review your business expenses effectively. Here's what each one means:
Column | What It Shows |
Date | The date the bill was recorded. |
Bill Number | A unique identifier is automatically or manually assigned to each bill. |
Title | A brief name or description to identify the bill (e.g., “Office Supplies”). |
Total Amount | The full value of the bill before any payments are made. |
Balance | The remaining unpaid amount. Appears in red if any amount is outstanding. |
Vendor | The supplier or service provider who issued the bill. |
Status | Indicates the bill’s current state: Paid, Due Soon, or Overdue. |
Evidence File | Upload or view attached files like receipts, invoices, or proof of payment. |
Memo | Optional notes or descriptions for internal reference. |
Payment Terms | Describes payment conditions like Net 30, Due on Receipt, etc. |
Exchange Rate | Shows the applied rate if the bill was recorded in a foreign currency. |
Due Date | The deadline by which the bill must be paid. |
Customize Table View
You can adjust how many bills appear in your table:
Scroll to the bottom of the Bills Table.
Use the pagination control to choose how many rows to display per page (e.g., 10, 20, 30, etc.).