Overview Page

The Overview page is an overall snapshot of what is happening in your Vendor Pay account.

The Overview dashboard makes it easy to take the pulse of your business with an at-a-glance view of your books. Separate cards are organized and filtered so the most important information is presented:

• Bills to Pay: Bills ready to be paid
• Open Invoices: Invoices awaiting payment
• Bill Approvals: Bills assigned for approval
• Payments In: Payments received
• Payments Out: Payments sent out
• Available actions: Quick actions you can take right from the Overview page
• Customize the Overview page

All filters are selectable and will lead to the relevant page with the appropriate filters applied.

Views differ based on user role, permissions, and account type.

Bills to Pay card

Choose between 2 views for the Bills to Pay card:

• Approved bills: The top line will show only bills that have been fully approved
• All unpaid: The bottom line will show all unpaid bills including Approved, Partially and Unapproved bills Note: $0 bills, or bills with a scheduled payment won't be included in the Bills to pay count

The two views are then filtered into the following categories:

• Overdue
• Due in 7 days
• Due in 7+ days
• Total to pay

Selecting any filter will lead to the Bills page with the appropriate filters applied.

There's also a quick action drop down to Pay bills or Pay a vendor right from the card.

Open Invoices card

This card is filtered by the following categories:

• Overdue
• Due in 7 days
• Due in 7+ days
• Total to pay

Selecting any filter will lead to the Invoices page with the appropriate filters applied.

There's also a quick action button to create a new invoice right from the card.

Bill Approvals card

This card shows Approvers, the number of bills assigned to them for approval, and the number of days each bill has been waiting on their approval based on when they were assigned.

This card is separated by Approver and filtered by:

• 0 - 5 days waiting for approval
• 5 - 10 days waiting for approval
• 10+ days waiting for approval
• Total Assigned

Selecting any filter will lead to the Approvals page with the appropriate filters applied.

There's also a quick action button to view all bills assigned to you for approval right from the card.

Payments In card

This card displays:

• Payments received through BILL
• Payments recorded in BILL

This card is filtered by:

• Today
• Upcoming payments
  • Next 7 days
  • Next 30 days
• Past payments
  • Last 7 days
  • Last 30 days

Selecting any filter will lead to the Payments In page with the appropriate filters applied.

There's also a quick action button to Get Paid right from the card.

Payments Out card

This card displays payments made through BILL.

This card is filtered by:

• Today
• Upcoming payments
  • Next 7 days
  • Next 30 days
• Past payments
  • Last 7 days
  • Last 30 days

This card doesn't include manually recorded payments.

Selecting any filter will lead to the Payments Out page with the appropriate filters applied.

Available actions

From the Actions drop-down, you can access common quick actions in one place:

• Enter a bill
• Pay a vendor
• Add a vendor
• Send an invoice
• Add a customer
• Received payments
• Charge a customer

Customize the Overview page

You can quickly and easily customize the cards visible on the Overview page to fit your role and workflow. Simply select Customize Overview and check or uncheck the boxes for each card.

• Card options will depend on your role and permissions, as well as your price plan
• If your permissions only allow for one card, the customize link won't be visible
• Card sizes will adjust to fit the entire overview screen appropriately
• At least one card has to be selected at all times