Upload, check and match bills

Step by step

1. Open Bills and drop a PDF/photo into the upload area, or click it to browse. Search by vendor or invoice number; use the status tabs or phone view selector.
2. Wait for reading to finish, then open the bill. Compare Details & payments with Original file.
3. Under Invoice details, click Edit bill to correct vendor, invoice number, dates, amounts, currency or client/project links.
4. Click Save to keep edits, or Save & confirm when your review is complete.
5. Inspect suggested payment matches. Choose Confirm match for the correct transaction or Not this one for an incorrect suggestion.
6. Click Choose a transaction for a manual match. Select the payment, check the comparison and click Link this payment. Use Installment when it covers part of the bill. Reading/matching retries are available in More actions; failed rows also offer Retry reading.

Connect the payment

Inspect proposed transaction matches and choose Confirm match or Not this one. Use the transaction picker when you need to choose a payment yourself. A suggested match still needs to be checked against the real document and bank movement.

Failed or irrelevant files

Use Retry reading on a failed bill after checking the source file. Matching retries are available in the bill’s actions. Set aside moves an invoice out of the current review queue; find it in Set aside and use Bring back to resume review. This does not delete it or mark it paid. Read the confirmation carefully before using a delete action.

Check the result

A reviewed bill should have the correct source details and intended payment association. Set aside moves it out of active review without deleting it or changing its payment links.

Compare the saved amount, currency, dates and supplier with Original file. A confirmed bill means its details have been reviewed. A suggested payment is still a proposal; check the bank evidence before choosing Confirm match.

Before uploading

Bills are incoming supplier invoices and receipts for business spending. They are different from invoices your customers owe you and from GoodCompany subscription invoices in Settings → Billing. You need bill creation access to upload and the relevant editing permission to review or match.