The Overview page is an overall snapshot of what is happening in your Bill.com account.
- Access to...
- Additional Steps
- Bulk Pay Grid
- Left navigation bar
- Do more with Bill.com
From the Overview page, you have the ability to access:
- Payments in/out
- Pay bills
- and more.....
Additonal steps that need to be completed to set up your account will be displayed here.
Bulk Pay grid
From the Bulk pay grid you can easily:
- Enter a new bill
- Bills to Pay tab: Pay your bills in bulk or individually
- Payments Out tab: View payments out history
- Bills to Approve tab: View Bills to approve
- View Bill assigned approvers and approval status
- Open Invoices tab: View all open invoices
- Payments In tab: View payments received history
Left navigation bar
The left navigation stays there no matter what page you are on. From this bar you can navigate to:
- Payments Out
- Payments In
From the Actions drop down, you can access quick actions with just one click:
- Send an invoice
- Received payments
- Enter a bill
- Charge a customer
- Add a vendor
- Add a customer
Do more with Bill.com
Other features available to you will be displayed here.