Add bills

To help you organize your outgoing expenses, you can enter information about bills you owe in the New Bill screen.

  1. Do one of the following.

    • In the Bills screen, click Create New Bill.
    • In the Vendors screen, click New Bill for the applicable vendor.
    • In the vendor activity screen, click New Bill.

  2. Enter the required information.

    Notes

    • If you open the New Bill screen from the vendor activity screen and there are unapplied payments for this vendor, those payments will be listed in the Unapplied section in the Payments section. You can apply any of those payments to this bill by clicking Payments to expand the Payments section and marking the checkbox for the unapplied payment.

    • If the vendor you want to select is not in the list, click Add to enter the vendor information. When finished, click Save.

      • To have OnBalance automatically complete several fields in the New Vendor screen, click the Obtain data from the AFIP registry button, and enter the vendor CUIT number. The application will verify your vendor registration and import all of the information from AFIP into the new vendor form.
      • The address information will not display in the New Vendor screen you opened, but you will see the information in the vendor activity screen.

      • If the query does not obtain results, you will need to manually enter the information for the new vendor. The query may not obtain results for the following reasons.

        • AFIP is blocking the vendor's registration proof.
        • The ID entered is not a CUIT. The ID is probably a CUIL.
        • The ID entered is not active.
        • The vendor is not active in VAT or a simple taxpayer. You will have to select the vendor's VAT status.
        • AFIP Web Service is not currently working.

  3. Optional for VAT registered companies: If you want to enter a comment for a specific product or service or for products or services in general, click Add Comment in the Product / Service Name section.

    Notes

    • The comment will now be associated with this bill.
    • OnBalance saves and displays the comments in the order in which you enter them on the bill.

  4. Click Upload Receipt if you want to add a receipt to the bill. Once you attach a receipt, the button changes to View Receipt.

    Notes

    • You can attach only one receipt to each bill.
    • For a list of the types of files you can attach to a transaction, see OnBalance file types.
    • To delete the receipt from the bill, click Remove Receipt.
  5. Click Save & New to create another bill, or click Save & Close to close the screen.