Understanding Bill Detail Fields
When you're adding or updating a bill in Cybooks, the system automatically populates several fields to streamline the process. You’re free to adjust these details at any time to better fit your business needs.
Field | Description |
Vendor | Enter the name of the vendor you received the bill from. |
Date of document | The date displayed on the bill. |
Document Number | This is the unique identifier assigned to the bill. It helps you keep track of each bill in your records and can be used for referencing or searching within Cybooks. |
Due Date | The due date indicates when payment for the bill is expected. Cybooks may automatically suggest a due date based on your default payment terms, but you can adjust it as needed to reflect your agreement with the supplier. |
Amounts are | This setting lets you specify whether the bill amounts include tax or if tax should be calculated on top of the listed prices. In Cybooks, you can choose between tax-inclusive or tax-exclusive depending on how your vendor invoices you. |
Branch | Select the relevant company branch associated with this bill. This allows you to monitor and analyze the financial performance of each branch individually within Cybooks. |