Other Actions for Recurring Bills

In this help document, you’ll learn the other actions you can perform on recurring bills.

Custom Views

If you want to filter the recurring bills in your organization based on a specific criteria, you can create a custom view.

Export Recurring Bills

You can export the recurring bills created in your organization. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the More icon in the to right corner.
• Hover over Export and select Export Recurring Bills.
• Choose if you want to export All Recurring Bills or recurring bills added during a Specific Period.
• If you chose Specific Period, select the Start Date and the End Date.
• Select a Export Template if you want to export only specific fields of the recurring bills. If you don’t select any template, all fields will be exported.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Export Current View

If you’ve filtered recurring bills or rearranged, shown, or hidden columns, then you can export the current view. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the More icon in the top right corner.
• Hover over Export and click Export Current View.
• Choose the Export File Format. You can choose from CSV, XLS, and XLSV.
• Enter the File Protection Password if you want to protect the export file.
• Click Export.

Sort Recurring Bills

You can sort recurring bills based on different columns or fields. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.*
• Click the column based on which you want to sort. The sorting will be in ascending or descending order, as indicated by the arrow next to the column.

You can also sort recurring bills using the following method:

• Click the More icon in the top right corner.
• Hover over Sort By and choose the option based on which you want to sort.

Rearrange Columns

You can rearrange the columns and fields displayed on the Recurring Bills List page and show or hide them.

To rearrange columns:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the Customize Columns icon next to the column names.
• Rearrange the columns by dragging and dropping them according to your preference.
• Click Save. The columns will be arranged as per your preference.

To show or hide fields:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the Customize Columns icon next to the column names.
• Check a column name to show it on the Bills List page. Or, uncheck a column name to hide it.
• Click Save.

Refresh List

Sometimes, other employees of your organization may create new recurring bills or modify existing ones. As a result, you may not have the latest list of recurring bills. You can refresh the recurring bills to get the most up-to-date list. Here’s how:

• Go to Bills under Payables.
• Click the Recurring Bills tab.
• Click the More icon in the top right corner and select Refresh List.