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 Bill Downloads for more information.
Q4. Do bills in Jaz include audit information?
Yes. Bills in Jaz include built-in audit details to help you track changes and actions.
You can view the following fields:
Created By – Shows who created the bill
Last Updated By – Shows who last edited the bill
Submitted By – Displays who submitted the bill for approval (if applicable)
Approved By – Displays who approved the bill (if applicable)
Click Show More under Bill Details to reveal these fields.
You can also access the Activity Log, which provides a chronological record of actions taken on the bill, such as:
Creation
Edits and updates
Status changes
Approval actions
Payments recorded
Q5. How can I view the ledger entry of a bill?
Open the bill, click the three-dot icon, and select See Ledger to view the journal entry created by the bill.
Q6. 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.
Q7. 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.
Q8. 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. |