Configuring bills settings in Exacc allows you to customise bill management defaults including automatic numbering sequences, standard payment terms, approval workflow requirements, tax handling preferences, and notification rules. Properly configured bill settings ensure consistency across supplier bill processing, reduce manual data entry through intelligent defaults, enforce organisational accounts payable policies, and streamline bill approval and payment workflows.
Settings configured here apply as defaults to all new bills created in the system whilst allowing individual bill overrides when specific supplier arrangements differ from standard terms. This flexibility ensures standardised processing for routine bills whilst accommodating unique supplier requirements.
This guide walks you through accessing bills settings, configuring bill numbering and payment term defaults, setting up approval workflows and authorisation requirements, establishing notification preferences for due dates and payment reminders, and applying settings across your organisation's accounts payable function.
Whether you are implementing standardised payment terms, configuring approval workflows for expenditure control, setting up automated bill numbering, or establishing notification rules for due date management, understanding how to configure bills settings ensures efficient, consistent, and policy-compliant supplier bill processing across your organisation.
Follow these steps to configure bills settings in Exacc for optimal accounts payable management
Your bills settings have been successfully configured in Exacc. These defaults will now apply to all new bills, ensuring consistent processing and reducing manual data entry whilst maintaining the flexibility to override settings for individual bills when needed.