Bills to Pay Tracker

Take control of your accounts payable

The Bills to Pay Tracker is your dedicated command center for managing unpaid invoices and outstanding bills. Instead of juggling multiple spreadsheets or email folders, you get one centralized view of everything that requires payment.

What It Does

Bills to Pay automatically filters your processed documents to show only unpaid invoices that need your attention. It intelligently excludes bills you've already paid (those linked to payment receipts) and focuses on what matters: outstanding payment obligations.

Key Features

Smart Payment Detection

The system automatically extracts payment methods from your bills, including:

  • Direct payment URLs with one-click "Pay Now" buttons

  • Bank transfer details (account numbers, routing, SWIFT/BIC codes)

  • PayPal email addresses

  • Check payment instructions and mailing addresses

  • Cryptocurrency wallet addresses

  • Payment reference numbers

Visual Priority System

Bills are color-coded by urgency:

  • Red badges for overdue bills requiring immediate attention

  • Amber badges for bills due within 7 days

  • Blue badges for upcoming bills

Dashboard Overview

Four summary cards give you instant insights:

  1. Total Unpaid: Complete view of outstanding amounts

  2. Overdue: Bills past their due date

  3. Due This Week: Upcoming payment deadlines

  4. Payment Links: Bills with quick-pay options available

Bulk Management

Select multiple bills to delete or manage them in bulk. Use Shift+click for range selection, making it easy to clean up processed bills or manage seasonal invoices.

How It Helps

  • Never miss a payment deadline with clear due date tracking and overdue alerts

  • Pay bills faster with one-click payment links when available

  • Understand cash flow with multi-currency support and amount aggregations

  • Stay organized with automatic receipt matching that removes paid bills from your view

Getting Started

Bills to Pay automatically populates with unpaid invoices from your connected email accounts and uploaded documents. When you upload a payment receipt, the system automatically links it to the corresponding bill and removes it from this view.

Navigate to Documents > Bills to Pay to access your payment dashboard.

Did this answer your question?
😞
😐
😁