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 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...

Currently, MakersHub can retrieve all open PO’s in QuickBooks within the last year for a specific vendor which you can use as a reference point to validate the bills match what was ordered. MakersHub will be launching a PO module expected to be rel...

In some instances, you may not want to see all of the line item breakout on your bills or receipts. In this document, we will walk through the various tools under bill processing and while reviewing a bill that you can use ...

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...