---
title: Review Payables
description: Here's How to Review Payables in Bionic for Agencies.
---

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# Review Payables

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

**Learn in Bionic Academy:** [Review Payables](https://academy.bionic-ads.com/app/courses/adca87c4-f587-4f1c-8e8d-209fdf4dd44f)

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.

<iframe src="https://fast.wistia.net/embed/iframe/4dig99tuuq?web_component=true&amp;seo=false" title="Review Payables Video" allow="autoplay; fullscreen" allowtransparency="true" frameborder="0" scrolling="no" class="wistia_embed" name="wistia_embed" width="100%" height="100%"></iframe>

In this article, we'll cover:

1. [Access Financials from Orders Tab](https://help.bionic-ads.com/knowledge/review-payables#orders-tab)
2. [Access Financials from an Order](https://help.bionic-ads.com/knowledge/review-payables#access-order)
3. [Access All Financials](https://help.bionic-ads.com/knowledge/review-payables#access-all)
4. [Download Finance Summary](https://help.bionic-ads.com/knowledge/review-payables#download)
5. [Edit Bill and Payment Details](https://help.bionic-ads.com/knowledge/review-payables#edit)

### Access Financials from Orders Tab

By viewing financials from the Orders Tab you are able to view by Order or Order Service Period what has been billed/invoiced and/or paid. You can view this data from the Organizational, Advertiser or Campaign level. Here's how to access financials from the Orders Tab:

1. On the Home Page (or within an Advertiser or Campaign), click on the **Orders Tab**.
2. Scroll to the **Missing Bills column** to see missing bill count for an Order.
3. Click on the **Service Periods View** for a more granular view. Here you will see an order broken down by service period for this order, a missing bills indicator, along with a break out of the amounts ordered, fulfilled (if available), billed, and reconciled. Balances due and payments made are also presented.
4. Click on the **Filters button** to display the list of filters you can filter by.

TIP: Clicking on the Icon in the Missing Bills column will allow you to add a bill directly for that service period.

![A screenshot of the media plan Orders Tab - Orders Grid.](https://help.bionic-ads.com/hs-fs/hubfs/access-financials-jpg-2.jpeg?width=688&height=218&name=access-financials-jpg-2.jpeg)

![A screenshot of the media plan Orders Tab - Service Period Grid View.](https://help.bionic-ads.com/hs-fs/hubfs/access-financials-1-jpg-4.jpeg?width=688&height=207&name=access-financials-1-jpg-4.jpeg)

### 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.

![A screenshot of the finance tab in an order.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access.png?width=688&height=158&name=access.png)

*Access Bill*  
![A screenshot of the edit bill dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access-1.png?width=688&height=557&name=access-1.png)

*Access Payment*  
![A screenshot of the edit payment dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access-2.png?width=688&height=450&name=access-2.png)

### Access All Financials

Here's how to access all financials:

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

![A screenshot of the finance tab on the home page.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access-fin-org.png?width=688&height=118&name=access-fin-org.png)

TIP: Use Filters to narrow your view.

![A screenshot of the filters on the finance tab on the home page.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access-fin-org-filters.png?width=688&height=167&name=access-fin-org-filters.png)

NOTE: Bills with a Balance Due will be color coded as open and overdue as applicable. Bills that are paid will be marked as Paid.

### 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*  
![A screenshot of the download button on the finance tab of the home page.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/download.png?width=688&height=234&name=download.png)

*From Order  
![A screenshot of the download button on the finance tab of an order.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/download-1.png?width=688&height=304&name=download-1.png)*

### 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**.

![A screenshot of the finance tab of an order.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/access.png?width=688&height=158&name=access.png)

*Edit Bill  
![A screenshot of the edit bill dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/edit-bill.png?width=688&height=557&name=edit-bill.png)*

*Edit Payment  
![A screenshot of the edit payment dialog.](https://help.bionic-ads.com/hs-fs/hubfs/Knowledge%20Base%20Screenshots/Bionic%20for%20Agencies/Review%20Payables/edit-payment.png?width=688&height=450&name=edit-payment.png)*

 

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