Automated bill creation for ePOs

How to access Automated Bills

Project view
New Supplier Bills report

To access your Automated Bills through the project:

Go to the Bills tab in your project.
Locate and select the electronic Purchase Order (ePO) you wish to review
Click on Confirm bill to generate the bill number
If needed, click the Review Bill button to view the auto filled bill details (optional)
Verify that all information is accurate (optional)
When you have confirmed the details, click Confirm to complete the review process.

If your bill is 100% matched, just click Confirm Bill to generate the bill number, no manual review needed. If the bill is not matched, you’ll need to add it manually.

To access your Automated Bills through the New Supplier Bills report:

This feature is only available for users who are in the Beta program

Go to the Finance tab > Billing > receive Bills
Filter by Shipping Date, Supplier, Purchase Order or Project Number
Locate and select the electronic Purchase Order (ePO) you wish to review
Click on Confirm bill to generate the bill number
If needed, click the Review Bill button to view the auto filled bill details (optional)
Verify that all information is accurate (optional)
When you have confirmed the details, click Confirm to complete the review process

PO not submitted

PO not submitted refers to any ePOs that are still waiting for your submission to the suppliers.

Expecting Bill

Expecting Bill indicates that an electronic Purchase Order (ePO) has been sent to a connected supplier, and we are currently anticipating the arrival of the corresponding bill. Once the supplier sends the bill, it will appear here for your review.

Not available

Not available refers to Purchase Orders (POs) that are not electronic Purchase Orders (ePOs). For these POs, you will need to add your bills manually in this section.

You can add them manually through the steps below:

Create one bill for one PO

Create multiple bills for one PO

Create a bill against a project

100% Matched

When a bill is 100% matched, it means all details on the bill have been automatically reconciled with the related purchase order. No further updates are necessary, simply click Confirm Bill to generate your bill number and complete the process.

Not Matching

When a bill is not 100% matched, then you will need to add the bill(s) manually.

To add a Bill Manually:

In the Bills tab, under the "Bill #" column, click to + Add Bill to the PO
In the "Add Bill" screen, add the bill's invoice number, invoice date, due date, and tax
Add internal notes for your accounting platform/CSV/XML file (optional)
Click View/Edit on the bill's items to change the quantity, cost, and tax (optional)
Click Add Bill Item to add a new bill item (optional)
Click Create

FAQ

Why do some POs show as Not available in the Bills tab?
How do I know if a bill is fully matched?
Is the Automated Bill creation available for non matching bills?
Is this feature available for non Connected suppliers?

Why do some POs show as Not available for Automated Bills?

The Not available label appears for POs that are not electronic (not ePOs). Automated Bills are only supported for ePos. For standard POs, you’ll need to upload or enter bill details manually.

How do I know if a bill is fully matched?

When a bill and its corresponding ePo align perfectly matching all required details and amounts it will show as 100% Matched and all you need to do is click Confirm bill to generate the bill number. No review needed.

Is the Automated Bill creation available for non matching bills?

Automated Bill creation (Phase 1) is available only when bills are fully matched at 100%. For bills that are not fully matched, or do not meet the criteria, you will need to enter them manually at this time.

Is this feature available for non Connected suppliers?

No. This feature is only available for Connected suppliers that offer ePOs.

If you have further questions about this feature please contact the support team at support@commonsku.com

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