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Add and approve a bill

Christopher Dosin avatar
Written by Christopher Dosin
Updated over 3 months ago

Creating a Bill in Cybooks

Use Cybooks to record purchases by creating a bill.

If you operate in multiple currencies, Cybooks supports adding bills in foreign currencies when multicurrency is enabled.

You can also streamline your workflow by automatically generating draft bills - just email them to your organisation's unique Cybooks email address.

Add a bill

  1. In the Purchases menu, select Bills.

  2. Click New bill.

  3. Enter the information into the bill fields or just upload bill and Cybooks will extract all data for you.

  4. Add the items you need to pay for.

  5. (Optional) Click the file icon to upload items related to the bill.

  6. Save the bill to save the bill as a draft, or click Approve to post the bill into Cybooks.

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