How to Create and Pay a Bill/Expense (Mobile)

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.