Q1. Where can I view a created bill?
A new bill will show up in Active Bills.
Click on a bill to see its details.
Q2. Can I search for bills by supplier name or bill number?
Yes. Under Bills, you can enter the supplier name or bill number in the Search Bar. Jaz will automatically filter out the relevant transactions for you.
Q3. Can I print or download a copy of the bill for my records?
Yes, you can download a bill PDF. Refer to Can I download an active bill PDF? for more information.
Q4. Do bills in Jaz include audit information?
Bills in Jaz include the Created By fields to show who was the creator of the bill, and the Last Updated By field to show the last editor of the bill.
Bills that were previously submitted for approval will also have the Submitted By and Approved By fields.
Click on Show More under Bill Details to reveal the field.
Q5. Where can I find the exchange rate for a bill with non-base currency?
To find the exchange rate for a bill with non-base currency:
Hover on the currency ISO to show the exchange rate used for the bill, relative to the base currency.
The exchange rate information will show the amount in the base currency, alongside the exchange rate information used.
Q6. What happens if the exchange rate changes after I have viewed the bill?
Any changes in exchange rates on an organizational level will not affect existing bills that have already been created. Hence, existing bills will not be affected.
However, if you change the exchange rate of an existing transaction by editing the transaction directly, this will be reflected in the bill the next time you view it.
Q7. What is the lifecycle of a bill? What different states or stages does it go through?
Status | When does this status occur? |
Draft | When a bill is saved as a draft. |
For Approval | When a bill is submitted for approval. |
Payment Due | When a bill is directly saved, converted to active from a draft, or approved. |
Overdue | When a bill has not been paid by the due date. |
Partially Paid | When a bill has only been partially paid for, either via a payment, or by applying supplier credit. |
Fully Paid | When a bill has been fully paid off. |