A new bill will show up in Active Bills.
Click on a bill to see its details.
Yes. Under Bills, you can enter the supplier name or bill number in the Search Bar. Juan will automatically filter out the relevant transactions for you.
Yes, you can download a bill PDF. Refer to Bill Downloads for more information.
Bills in Juan include the Created By fields to show who was the creator of the bill, and the Last Updated By field to show the last editor of the bill.
Bills that were previously submitted for approval will also have the Submitted By and Approved By fields.
Click on Show More under Bill Details to reveal the field.
To find the exchange rate for a bill with non-base currency:
Hover on the currency ISO to show the exchange rate used for the bill, relative to the base currency.
The exchange rate information will show the amount in the base currency, alongside the exchange rate information used.
Any changes in exchange rates on an organizational level will not affect existing bills that have already been created. Hence, existing bills will not be affected.
However, if you change the exchange rate of an existing transaction by editing the transaction directly, this will be reflected in the bill the next time you view it.
