How to Review Bills by Issue Month

Table of Contents

What to do if a bill is missing from this page Select the issue month to review Sort and/or Filter Use the search bar Expand the top “Total All Bills” to see a summary by expense account Download the bill information Related articles

This article walks you through the Bills Received in [Month Year] page in ScaleXP. It enables you to check that all expected bills for the month are present, review and adjust expense recognition dates, find a missing bill, and download a complete list of bills for the month — a useful cross-check before posting your expense journals from the Journals tab.

The page lives under the Journals tab — open any expense journal page and select "Bills Received in [Month Year]" from the list (click the box next to the page name).

This page is useful for several purposes:

to find a missing bill
to review and change expense recognition start and end dates
to download bill detail in Excel

For a full review of how to automate expense recognition in ScaleXP, see How to Automate Expense Recognition Journals in ScaleXP.

What to do if a bill is missing from this page

If you follow the steps below and still can't find the bill, then it is likely not set up as a Bill in your accounting system, but rather imported directly from your credit card or bank account without matching to a received invoice. For example, Xero shows “Payable Invoice” (these are the ones also visible in “Bills to Pay”), not “Spend Money” or “Manual Journal” transactions. These transactions are not picked up in ScaleXP's list of bills.

To include this expense in your automated expense journals in ScaleXP, you will need to create a bill in your accounting system, then sync with ScaleXP.
To review bills issued in a specific month, follow these steps.

Select the issue month to review

This is based on the issue month saved in the bill in your accounting system when last synced with ScaleXP.

Sort and/or Filter

You can filter by expense account and then sort by Bill Number, Bill date, Amount, Line Description, expense recognition Start Date, expense recognition End Date, or Line amount.

We recommend sorting by start date, then end date to look for outliers. You may also want to check by account and supplier to ensure the start and end date are consistent with the cost type.