Bill Dashboard

Role: ✔ Admin, ✔ Team Manager, ✔ Accountant, ✔ Bookkeeper, ✖ Employee

Bills Page Introduction

Users can access the Bills Page in the Spenmo Dashboard to create or process their invoices for payment, manage all the invoices that have been created, and get an overview of all the submitted bill statuses. Once uploaded, the invoices will be reflected on the “Submitted Bills” tab, on the “Bills” page on the dashboard.

 How do I create new bills on the Bills Page?

1. Click on “Bills” on the left menu to access the page. 

2. On the top right of the page, you can choose the method you want to add new bills. 

To facilitate your invoice payment process, click the icon with 3 dots on the top right-hand corner and select ‘Payment Simulator’ which allows you to estimate the exchange rate & processing time required for your invoice payment. 

 
How to create a new bill via “Drag and Drop” or “Bulk Upload”?

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

2. Once you upload or drop multiple invoices then those invoices are automatically scanned and created as draft bills. Each attachment is created as one draft bill. You can review the draft and then submit the draft bills for approval and payment processing. We accept JPG, PNG, PDF formats for the invoice. 

3. Once you upload a single invoice, the uploaded invoice is scanned and field information will be automatically populated. You can review the bill information and submit it for approval and payment processing.

4. If would like to create a new bill without an invoice, you can enter the invoice information manually by clicking “Or fill details manually” and submit it for approval and payment processing.

How to create multiple invoice payments at once via spreadsheet uploading?

1. Click on the “Upload Spreadsheet” icon for the multiple bill payments option. This will take you through a 3-step process to upload your XLSX file.

2. Ensure that the budget selected is the correct budget from which the payment should be deducted.

3. Download the template. Open the template in Google Docs instead of Excel or Numbers for the best user experience. Proceed to input your invoice payment details.

4. Upload the completed XLSX to the dashboard.

5. Once done, submit the file for payment. Your invoices will be processed. To check the status of the invoices, please go to your “Bills” page and look under the “Submitted Bills” tab. 

What are the 3 steps to create a new bill?

Experience an upgraded user interface allowing you to submit bills in three streamlined steps, categorizing bill and payment information for enhanced clarity and ease of use.

Step 1: In this Bill details step, you can enter to view the bill information such as Add/Edit Recipient, Invoice information such as due date, issuance, amount, and accounting-related information. 

If you select the existing recipient then click “View details” to view the recipient information which includes bank account details. 

After viewing the recipient details and you want to update any of the recipient information then click “Edit” to update the recipient details.

Step 2: In this Payment details step, you can enter the amount that needs to be paid to the recipient and when the payment needs to be initiated along with the remarks for the recipient and additional documents can be attached.

Step 3: In this Preview Step, you can review all the details entered before submitting the bill for approval and payment processing. Select “See details” to view the recipient information.

You can save the bill as a Draft at any step by clicking the “Save as draft” button.

Once confirmed, click “Submit”. Your invoice will be processed. To check the status of the invoice, please go to the “Submitted Bills” tab under the “Bills” page.

 Other things to note while using the Bills Page

1. Do not submit duplicate payments

When uploading invoices, please ensure that you only submit them once. For example, if you use Method 1, please do not upload the same invoice again using Method 1 or Method 2. Doing so will result in duplicate payments. Please let us know immediately if you've submitted duplicate invoices. Spenmo will not be responsible for duplicate payments if invoices are submitted to us via more than one channel.  

2. Ensure your budget has sufficient funds.

Before uploading invoices for payment, make sure that the selected budget has sufficient funds to make the transaction. Invoices cannot be processed if the selected budget lacks the funds. Learn how to top up your budget here.  

3. Ensure to approve your invoice payments

If your approvals feature is on, make sure the administrator remembers to approve the uploaded invoice payments as unapproved invoices will expire** without being processed. Invoices awaiting approval can be found on the 'Transactions' tab under 'Bill Transactions'. 

4. Cut-off time for invoice processing is 6PM SGT or 5PM WIB. 

Please send/approve your invoice before the cut-off for same-day processing. The SLAs found here will be adhered to by the Spenmo Team. However, the time it takes for funds to arrive in the recipient's account may differ depending on the receiving bank. 

Please reach out to support@spenmo.com for any additional assistance required.