Bill detail¶
Clicking a row in the bill list or the Detail icon opens the bill detail – the page with the selected entry’s card. It shows basic data (type, description, date, person, project, amounts, currency), attachments (receipt scans to download), status history (timeline with approval, rejection, paid), and comments.
Attachments¶
The attachments section lists uploaded files (receipt scan, etc.). You can download each attachment. For an approved bill, attachments cannot be deleted; before approval you can add another attachment or (if the system and permissions allow) remove an attachment.
Status history¶
The timeline shows state changes: who created, updated, approved, rejected, or marked the entry as paid, and when. On rejection, the comment is shown. Status icons help quickly identify the type of change.
Actions by permission¶
- Approve – only for bills in Created or Updated state; a user with approve permission can approve the bill.
- Reject – same states; a comment is required when rejecting.
- Mark as paid – only for approved bills; payout permission required.
- Add comment – internal note on the entry (not in approved/rejected state).
- Add attachment – upload another file (only before approval).
- Edit – change data (only in Created/Updated states and if you have permission).
Approved bills cannot be edited and attachments cannot be deleted. Visibility of bills depends on permissions: a normal user sees only their own; the module administrator sees all.
Want to try this feature? Start your innovanet trial →