Bills/Receipts

In this document, we will review the basic steps to configure your account and process your first bill. This article assumes you have already integrated MakersHub with QuickBooks. If you have not, click here . Dashboard When you login, t...

This article will walk you through the basics of Invoice Groups within MakersHub. Invoice groups are a group of multiple bills in MakersHub that come from a single document that MakersHub parses out by detecting unique invoice numbers. Invo...

This article will walk you through importing existing bills from QuickBooks so that they can be reviewed, approved, and paid through MakersHub. Flagging for Duplicates In order for a bill to be flagged as a duplicate, a bill must be uplo...

This document will outline the process for creating recurring bills in MakersHub so that they are prepopulated in MakersHub on specific cadences. How to Create a Recurring Bill There are two ways to create recurring bills: Create Using ...

In MakersHub, you process vendor credits just as you would a bill. When a bill is approved with a negative amount, MakersHub will recognize it as a credit and create the entry on your behalf in QuickBooks. Input a Credit Memo: In MakersHub, t...

In MakersHub, you can split bills into multiple instances should you need to code a line items in the bill to multiple ledger accounts, customers/jobs, classes, or partially approve a bill for payment. You have two options to split bills ...

In some scenarios, duplicate bills may be uploaded into MakersHub. To avoid having the same bill in your books twice, MakersHub identifies and flags duplicates by checking the invoice number and vendor name against bills that have been pro...

After a bill has been approved by all listed approvers in MakersHub, the bill will be synced to QuickBooks. Prior to a bill being fully approved, it can be edited by any user; however, once a bill is fully approved, it can only be unapproved by an ...

To extract the bills you have to excel, you will use the filter tool to select the data you want to extract. You will then click on the calculator button to export the contents you are viewing to Excel. When you open the file, you wi...

MakersHub will process all email attachments sent to your unique AP Inbox. The Unprocessed Emails feature allows users to view emails that were sent in without attachments and provides the option to create a bill from these unprocessed emails. ...

For all bills synced to QuickBooks, MakersHub will create a $0 item labeled "MakersHub Bill Record." This item includes a link to a URL where the bill’s PDF attachment can be accessed. For users that would prefer to sync over the bill attac...