Bills Preferences

In this help document, you’ll learn the preferences you can configure for the Bills module in Zoho Spend.

To access the Preferences for the Bills module:

Go to Settings in the top right corner of the page.
(OR)
Click Settings on the left sidebar.
Click Bills under Payables.

General Preferences

In the General tab, you can configure the following preferences:

Bill Reconciliation

Bill Reconciliation helps you avoid overpaying for purchases by verifying bills against purchase orders and purchase receives. Bills that are not associated with purchase orders and purchase receives, or bills that have mismatched item prices will be flagged. A warning will be displayed for those bills. Read our help document on Bill Reconciliation to learn more.

Approvals

If your business requires bills to be approved by other employees, you can configure Approvals for the Bills module in Zoho Spend.

Custom Fields

If your business requires additional fields beyond the pre-defined fields in the Bills module, you can create them using Custom Fields.

Validation Rules

If you want to set restrictions on creating or updating bills, you can use Validation Rules.

Custom Buttons and Custom Links

Custom Buttons allows you to perform specific actions to bills when the button is clicked. Custom Links opens an external link. You can create them using a deluge script and execute actions based on the functions you add.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities.