Bills for expense workflow
Bills for expense are created in Bill.com first, with the connector creating a PO and invoice in Brightpearl once it's approved in Bill.com. Once it's paid in Bill.com the connector will create the corresponding payment in Brightpearl. The flow diagram below shows the full workflow:
Creating and approving the bill
The vendor's invoice is sent or uploaded to Bill.com where a bill is created and can then be approved.
Once it's approved, the connector will fetch data from Bill.com and post a new PO to Brightpearl, which is immediately invoiced. The invoice reference, tax date and amounts will match the bill in Bill.com. Order rows are created as miscellaneous rows, i.e. they're not associated with SKUs in Brightpearl, and their nominal codes are as per the mapping configured in the connector's user interface.
Once a bill payment is made in Bill.com, the connector will fetch the payment data and post a payment against the PO in Brightpearl using the payment method mapping set up in the connector's user interface.