View Bills

Q1. Where can I view a created bill?

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. Bills in Juan include built-in audit details to help you track changes and actions.
You can view the following fields:
- Created By – Shows who created the bill
- Last Updated By – Shows who last edited the bill
- Submitted By – Displays who submitted the bill for approval (if applicable)
- Approved By – Displays who approved the bill (if applicable)
Click Show More under Bill Details to reveal these fields.
You can also access the Activity Log, which provides a chronological record of actions taken on the bill, such as:
- Creation
- Edits and updates
- Status changes
- Approval actions
- Payments recorded

Open the bill, click the three-dot icon, and select See Ledger to view the journal entry created by the bill.

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.

Status	When does this status occur?
Draft	When a bill is saved as a draft.
For Approval	When a bill is submitted for approval.
Payment Due	When a bill is directly saved, converted to active from a draft, or approved.
Overdue	When a bill has not been paid by the due date.
Partially Paid	When a bill has only been partially paid for, either via a payment, or by applying supplier credit.
Fully Paid	When a bill has been fully paid off.