Q1. Can I save a bill as a draft?
Yes, a bill can be saved as a draft even if all the mandatory fields are not filled.
Q2. How can I convert a draft bill to an active one?
Any draft bill can be converted to active only after all the mandatory fields are filled.
Q3. How do I bulk convert draft bills to active?
Select the draft bills using the checkboxes → click Check and Convert. This will:
Validate which bills can be converted
Show errors for those that can’t
If you proceed, only eligible bills will be converted.
Q4. How do I bulk approve draft bills?
Select the draft bills using the checkboxes → click Check and Approve. This will:
Validate which bills can be approved
Show errors for those that can’t
If you proceed, only eligible bills will be approved.
Q5. Can I save bill payment records as drafts?
Similar to bill records, bill payments can also be saved as a draft.
Q6. How can I convert draft payment records to active ones?
For bills, any draft payments are converted only if the bill is also converted to active.
Hence, to record the payment, the bill must be converted to active status.
Q7. Can I delete a draft bill?
Yes, you can delete a draft bill. If the bill had a draft payment linked, it will also be deleted.
Q8. Can I delete a draft bill payment?
Similar to draft bills, draft bill payments can also be deleted.
Q9. Do draft bills affect my financial reports?
No, it does not. Financial reports are only affected once the bills are active.
Q10. Do draft bill payments affect my financial reports?
No, it does not. Financial reports are only affected once the payments are active.
Q11. Can I create a non-base currency draft bill?
Yes, the currency setting on a bill does not affect the ability to save it as a draft.
Q12. Can I create a non-base currency draft bill payment?
Yes, you can save a bill payment as a draft even if it is in non-base currency.