How to Create Draft Bills

1. On the Spenmo dashboard, go to the sidebar and click on the ‘Bills’ page.

2. Upon clicking on 'Bills', you will land on the ‘Submitted Bills’ tab.

3. You can click “+New Bill” button on the top right-hand corner to create a draft bill using the drag-and-drop method of multiple invoices to create draft bills. 

4. Once the invoice is uploaded, you will be brought to the ‘Manage Drafts’ page.

 Note: Draft bills can only be viewed by the user who created it. 

5. Click on the specific draft to view it. The payment details will be automatically populated by our OCR Smart Scanning technology.

 Note: If you have already added the recipient previously and saved their details, Spenmo will automatically populate recipient details if there’s a match found for the recipient’s bank account name. 

• 5.1 To delete a draft, select one or multiple draft bills and click on the ‘Delete Drafts’ button on the bottom right end corner. On selection of the ‘Delete Drafts’ a delete draft confirmation popup is displayed. Once you click ‘Delete Draft’ the selected draft bills are deleted. You will be redirected to the ‘Manage Drafts’ page, and the deleted draft bill will be removed from the list. If you select ‘Continue Editing’, you will be navigated back to the ‘Edit Draft’ popup page to continue editing the draft bill.
• 5.2 To save your draft, click ‘Save as draft’ in any of the three steps. The changes made to the bill will be saved, and you’ll be brought back to the ‘Manage Draft’ page

6. Once you have entered all details and amended any errors, click on the ‘Submit’ button in Step 3 - Preview. The bill is submitted for approval and processing the payment.

7. Once you’ve submitted the bill, you will be brought to the ‘Manage Draft’ page, where you will see a success message notifying you of your bill’s successful submission.

8. To view your submitted bill details, click the ‘View Bill’ button on the success message. If you want to make changes to the bill after it’s been created, click ‘Edit Bill’. For more details on how to edit bills, please refer to this article.

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