Bills & Vendors
Bill dashboard · approval sign-off · payment calendar · monthly tracker · vendor management
Filtered by
— bill(s), outstanding
Filters:
Total Bills
12
$129,148.00
Outstanding
$66,498.00
8 unpaid
Overdue
2
$7,296.00
Upcoming 30d
6
$59,202.00
Paid
4
$62,650.00
Auto-Pay (unpaid)
1
$2,900.00
Approval Sign-Off — Unpaid Bills (click to open Unpaid / Sign-Off)
Awaiting JP
0
$0.00
Awaiting CL
4
$42,196.00
Awaiting MH
6
$62,358.00
Pending (any)
6
$62,358.00
Ready to Pay
2
$4,140.00
By Category
| Tax & accounting | $55,400.00 | 2 |
| Legal | $20,500.00 | 2 |
| Insurance | $19,750.00 | 1 |
| Property management | $18,750.00 | 1 |
| Property tax | $7,200.00 | 1 |
| Technology | $5,800.00 | 2 |
| Office | $1,748.00 | 3 |
By Bank / Account (unpaid)
By Property (top 12)
By Vendor (top 12)
Full bill log — detail columns plus the monthly BILLED history (Jan 2025 → present). Click any column header to sort; scroll right for the months. 📎 = linked invoices.
Each unpaid bill needs JP, CL and MH sign-off. Click a name to toggle, or sign off in bulk:
bill(s) • Balance • Total paid • Total billed
— scroll right for the monthly BILLED columns; click headers to sort
Bills shown on the day they were paid. Click a day for detail.
Paid on — bill(s),
| Purpose | Vendor | Property | Pay From | Amount |
|---|---|---|---|---|
invoice(s) on file —
·
| 📄 — not synced yet · invoice | Open ↗ |
No invoices attached yet.
PDF or image, up to 25 MB. Stored on the server and kept across Excel syncs.
🧾 Post to QuickBooks Online —
Loading QuickBooks lists…
In QuickBooks — Bill
Reference ·
posted
by
Fails if the bill was edited in QuickBooks since it was posted.
Writing to QuickBooks is turned off on this server (QBO_WRITE_ENABLED). Nothing here can post until it is enabled.
Last attempt did not complete cleanly
Looks the reference up rather than posting again.
Check runs the duplicate guard and shows exactly what will be sent.
QuickBooks already has a bill with this reference
Bill · ·
What will be sent to QuickBooks
Will also attach:
💵 Mark paid —
Reading the bill from QuickBooks…
Paid in QuickBooks — payment
·
recorded
by
Still owed on the bill:
Puts the bill's balance back. Fails if the payment was edited in QuickBooks since.
Writing to QuickBooks is turned off on this server (QBO_WRITE_ENABLED). Nothing here can record a payment until it is enabled.
This server may write bills to QuickBooks but not payments —
billpayment is missing from QBO_WRITE_ENTITIES in /etc/fo-platform.env. Add it there (or unset the variable to take the default) and restart fo-platform.
QuickBooks says is owed ( already paid of ).
Check re-reads the bill and shows exactly what will be sent.
Will record
to from
on , applied against this bill.
It is not known whether this payment reached QuickBooks.
Do not try again — check first, or it could be recorded twice.
Claude read this from the dropped invoice — check the fields (incl. the bill month), then Save.
Drop an invoice — AI recognizes it
⇪
Claude reads the vendor, amount, date & invoice #, then matches an existing bill or proposes a new one.
✓ Matched an existing bill
Invoice vs bill
amounts match
Invoice attached to the bill. Refresh to see it.
New bill recognized
No existing bill matched this invoice. Review the details and save it.
—
·
Your edit is kept even when the Bill Log re-syncs every 15 minutes.