Home → Campaign Manager → Financial - Transactions → Unpaid Bills & Pending

10.11. Unpaid Bills & Pending

Unpaid Bills & Pending

Entering new Unpaid Bills:

1. Go to the Financial tab, then locate the Unpaid Bills & Pending option under the Add Disbursement heading.



2. On the right side of the screen, a header with Add Unpaid Bill (Accrued Expense) will appear with fields below for data entry.

3. Begin typing in the name of the Vendor and if the vendor's record already exists in the database, a drop down list will appear showing their name.

4. Complete the rest of the fields to the best of your ability, then click the green Save button. If you have another bill to add, click the Save/Next button to save the current transaction, then open the fields to add a new one.

 

Payment to Unpaid Bills:

1. Go to the Financial tab, then click on Register.

2. In the top left, locate and click on the dropdown menu for transaction types, then choose Unpaid Bills.



3. On the next screen, click the Unpaid Bill you intend to apply a payment to.

4. When the loan details appear on the right, click the blue Linking tab near the top of the transaction details, then choose Unpaid Bill History.

5. Towards the bottom will be a New Bill Payment section with three options: Repayment, 3rd Party Repayment, and Forgiveness.

6. Choose your desired option, complete the fields, select Add, then click the Save or Save/Next button.