Review Payables

Here's How to Review Payables in Bionic for Agencies.

As Bills and Payments are entered in Bionic, you are able to see a complete overview of the financials from the Financials tab. This will provide a complete picture of your bills and payments, helping to make managing your financials easier.

In this article, we'll cover:

1. Access Financials from an Order
2. Access All Financials
3. Download Finance Summary
4. Edit Bill and Payment Details

Access Financials from the Order

Here's how to access financials from an Order:

1. From the Finance Tab in an Order, click on any of the Linked Amounts in the table. (NOTE: Clicking on the Paid linked amounts takes you to Edit Payment, clicking on any of the other linked amounts takes you to Edit Bill)

2. Here you will see each of the bills and payments made for each service period for this order, along with a break out of the amounts ordered, fulfilled (if available), billed, and reconciled. Balances due and payments made are also presented.

Access All Financials

Here's how to access all financials:

1. From the home page, click on the Finance Tab.

Download Finance Summary

You can download your finance summary from the Finance Tab on the home page or from the Finance Tab in an order. Here is how to download finance summary:

1. From the Finance Tab (on the home page or in an Order), click on the Download button.

From Home Page


From Order

Edit Bill and Payment Details

Should you need to make any adjustments to bills or payments, you can simply edit them to make the necessary adjustments.

1. From the Finance Tab in an Order, click on any of the Anchor Text in the table. (NOTE: Clicking on the Paid linked amounts takes you to Edit Payment, clicking on any of the other linked amounts takes you to Edit Bill)
2. Make any applicable/necessary updates to the Bill or Payment.
3. Click Save.

Edit Bill

Edit Payment