I can generate supplier payables from "To be reported" page

Date: January 25, 2023

Author: Jean-Philippe Boul

Source: Tango

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1. Go to Jules AI

2. In the "Invoices & Payables" menu, access the "Supplier payables" page. You can apply data manipulation tools, such as searching, grouping, sorting and filtering

For instance, you can filter by status to see only the "Ongoing" and "Pending" reports

3. Once you have made your selection, you can either click at the end of a line on the "Generate" button or in the bulk action icons on the "Generate" button

Bulk action buttons are on the top right of the table

4. In the supplier payable generator, you can edit the billing entity details and the supplier details

Any change made here, will be saved for future actions

5. You can check the report details and make changes

6. For instance, you should enter a "Due date"

7. For instance, you can select the template you want

8. Then click on "Save"

9. Then you make the relevant changes in the report lines (edit of elements, description, weight, price) or add the relevant new rows

10. Then you can click on "Save as draft" or "Mark as complete"

If you "Save as draft" you will be able to edit the report later on, whereas if you "Mark as complete" you won't be able to do any further change

Updated on: 18/07/2024