Configure Bills Preferences

In this help document, you’ll learn the preferences you can configure for the Bills module in Zoho ERP.

To access the Preferences page of the Bills module:

Go to Settings in the top right corner of the page.
Click Bills under Purchases.

General Preferences

In the General tab, you can configure the following preferences:

Bill Reconciliation

Bill Reconciliation helps you avoid overpaying for purchases by verifying bills against purchase orders and purchase receives. Bills that are not associated with purchase orders and purchase receives, or bills that have mismatched item prices will be flagged. A warning will be displayed for those bills. Read our help document on Bill Reconciliation to learn more.

Approvals

If your business requires bills to be approved by other users, you can configure Approvals for the Bills module in Zoho ERP. You can choose from Simple, Multi-Level, and Custom approval. Read our help document on Approvals to learn more.

Fields

If your business requires additional fields beyond the pre-defined fields in the Bills module, you can add them by creating new fields. Read our help document on Fields to learn more.

Validation Rules

If you want to set restrictions on creating or updating bills, you can use Validation Rules. Read our help document on Validation Rules to learn more.

Buttons

Perform specific actions on bills with a single click. Create them using a Deluge script and execute actions based on the functions you add. Read our help document on Buttons to learn more.

Related Lists allows you to fetch and view data from within the app as well as from other third-party services. This comes in handy when you want to cross-reference data from different entities. Read our help document on Related Lists to learn more.