FINSYNC's mobile platform enables you to easily create and pay bills/expenses invoices to any vendor with a vendor profile.
To begin creating and paying bills from within the mobile platform, follow the steps outlined below:
1. Click on the collapsible menu in the top left corner of your screen.
2. Select Inbox.
3. Click on the green + Icon in the bottom right corner of the screen and select Send a Payment.
4. Fill out Information Fields:
- Select a Vendor (you can create a New Vendor profile using the Add New link).
- Enter in the Amount.
- Enter in the Pay By Date.
- Optionally add a Description.
- Select the Account for the money to be drafted from for paying the Bill.
Note: Unless you manually change the Account type, your Default Account for sending payments will be used to pay the bill.
- Optionally add an Attachment.
6. Click the green Submit button.