Bills

The Bills feature allows admin users to create, manage, and track vendor bills directly within Pelcro. This enables internal finance teams to centralize Accounts Payable workflows without relying on external tools.

Note: Bills functionality is part of Pelcro’s Accounts Payable (AP) Beta and is available to admin users only.

Where to Find Bills

Navigate to:

Payables → Bills

This section contains all vendor bills created in the platform.

Overview

The Bills page displays a list view of all bills, allowing admins to quickly review and manage payables.

List View Capabilities

View all bills in a single table
Sort and filter by:
- Vendor
- Bill status
- Bill date
Quickly access individual bill details

Creating a Bill

Admins can create one-time bills for vendors directly from the Bills section.

When creating a bill, you can:

Select an existing Vendor
Add one or more line items (manual entry)
Specify amounts and descriptions per line item
Save the bill for tracking and record-keeping

Managing Bills

For each bill, admins can:

View bill details
Edit bill information
Update bill status
Delete bills when needed

All changes are reflected immediately and handled through Pelcro’s CORE API.

Bill PDFs

Each bill supports PDF generation, allowing admins to:

Download a printable version of the bill
Share bills externally if required
Maintain consistent documentation for records and audits

Exporting a Vendor Bill Report

Admins can generate and export a consolidated Vendor Bill Report directly from the Bills page for accounting and reconciliation purposes.

To export, click the "Export Vendor Report" button at the top of the Bills page.

What the Report Includes

Each exported report contains the following per vendor:

Vendor name / identifier
Line items per vendor
Bill amount per vendor
Grand total of commissions across all vendors at the end of the report

Filtering Before Export

Before exporting, use the existing bill filters to scope the report to a specific date range:

Created date
Period start date
Period end date

Only bills matching the active filter criteria will be included in the export.

Export Format

Reports are exported as CSV, ready for import into accounting and reconciliation tools.

Current Limitations (Beta)

The Bills feature currently does not include:

Recurring bills or automation
Tax calculations
Multi-currency support
Accounting system integrations
Vendor self-serve access

These capabilities may be introduced in future releases.

Use Cases

Internal vendor payment tracking
Manual AP workflows without external systems
Audit preparation and record keeping
Early-stage AP process centralization