Summary
Learn how to create bills in Box+Dice, associate them with suppliers, and add campaign items for accurate cost tracking.
This article covers:
About bills
Bills help you track actual costs recorded against supplier campaign items. When you enter a bill, Box+Dice links the bill to a supplier and allows you to allocate costs to the relevant campaign items. Bills can be saved as drafts while details are being reviewed, then published once confirmed.
Enter a bill
To enter a bill:
- In the Side Bar, click Accounting > Purchases
- Click +New Bill
- Enter the bill number and bill date
- Select the supplier from the dropdown list
- Enter the bill total
- Click Save or Save as Draft. Unbilled items for the selected supplier will be displayed
- Use the text search, date range, or advertisement type filters to locate the required items
- Select the relevant items and click Add Campaign Items
- Adjust the actual cost if it differs from the estimated cost
- If the bill was saved as a draft, publish it once all details have been confirmed
You can save a bill as a draft while reviewing supplier information and campaign item costs. Publish the bill only after all details have been verified.
Adjust an existing bill
- In the Side Bar, click Accounting > Purchases
- Use the available filters to locate the bill
- Click the bill number to open the record
- Click Add A Campaign Item to add an individual item to the bill
- Click Add Multiple Lines At Once to add multiple items to the bill
- To delete an item from the bill, hover over the item or click the item, then click the red trash can icon in the popup window