This guide outlines how to use the Quick View of Bills feature, introduced in November 2024, to save time and streamline your workflow. 

What is Quick View of Bills?

The Quick View of Bills feature allows you to view bill details directly from a single screen, eliminating the need to open multiple tabs or click through individual bills. This enhancement simplifies managing bills and reduces unnecessary steps.

How to Use Quick View of Bills

1. Navigate to Business > bills to pay.
2. You can stay in the All default tab or select a specific status tab (e.g., Draft, Awaiting Approval, Awaiting Payment) to filter your bills.
3. Locate the bill you want to view.
4. Click the view icon next to the bill.
5. The screen will split into two sections:
   • Left: List of bills.
   • Right: Details of the selected bill.
6. From the Quick View panel, you can:
   • Review bill details.
   • Submit bills for approval.
   • Approve draft or pending approval bills.
   • Add planned payment dates.
   • Make payments directly.