Bills & vendors
Vendor records, bill entry, approval routing, payment runs, and 1099s.
Vendor records
What belongs on a vendor record, why tax identity matters before the first payment, and how the vendor portal collects it without email attachments.
How-toBookkeepers, Business owners, Firm staff
Entering a bill
Getting bills into Books by email, upload, or hand entry; what the intake extraction does; and how to code, split, and route a bill correctly.
How-toBookkeepers, Business owners, Firm staff
Bill approval routing
Designing approval policy that actually catches things: thresholds, separation of preparer and approver, delegation, and how routing rules are evaluated.
How-toBusiness owners, Firm staff, Bookkeepers
Paying bills
Selecting what to pay, choosing a payment method, what posts when, and the controls that keep a payment run from paying the wrong party.
How-toBookkeepers, Business owners, Firm staff
1099 and W-9 compliance
Who is reportable, how amounts are accumulated, the year-end sequence, and how to fix a filing that has already gone out.
ReferenceBookkeepers, Business owners, Firm staff