How to Make Bills & Authorize them

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Overview

This guide provides a quick step-by-step process for Creating and Authorizing Purchase Bills..

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Step 1: Navigate to the Supply Chain

Click on Purcahse Bill–> Create New

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Step 2: Fill in the Details

Make sure to check the following:

• The Bill Date is later than the last recorded bill date.
• For Direct Purchase (GST type), ensure the vendor’s GST state code matches the Supply From state code.

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Step 3: Save Your Bill

1. Click on Save to generate the Bill
2. Upon saving, you will be redirected to the Create Bill Line Level page where you can input detailed line-level entries.

Step 3: Save Line-Level Details

1. Click on Save to generate the Line Level Bill
2. You will be redirected to the Bill details page where you can:
   • View and manage additional invoice information.
   • Click on Purchase Bill Item Index to access detailed line-level information.

Step 4: Bill Authorization

Click on Authorize Bill, Ensure there are no discrepancies before authorizing the bill.

Step 5: Create Voucher

1. After Authorization it will redirect to Voucher Create Page, key in the details and Click Save to create Voucher
2. Verify that there is sufficient balance in the selected bank account before finalizing the voucher.