Prior to implementing Pluto Bills across your organization, it is highly advised to connect your accounting platform. This connection enables you to utilize Universal CSV exports, streamlining data synchronization for both Bill and Bill Payments.
By taking this step, you enhance the efficiency of your financial processes and ensure seamless management of invoices and payments through Pluto Bills.
Pluto Bills Sections and Visibility
The "My Bills" section is visible to all roles (Admins, Employees, Accountants) where they can view all stages of their bills.
The "Team Bills" section is visible to admins only.
Team Bills Overview
- ADMINS & MANAGERS
The 'All' section displays all company bills that have been submitted, along with their associated statuses.
The 'My Review' section notifies admins when it's their turn in the approval process to review.
The "Reviewed" section displays all bills that have reached the final state, where you were part of the approval group (either awaiting payment or rejected).
Note: The "Awaiting payment" status shows that the bill has been approved by all approval layers.
- DEPARTMENT HEADS
The "All" section on the "Departments" tab displays department heads all their department members and their corresponding bills.
The 'My Review' section notifies department heads when it's their turn in the approval process to review.
The "Reviewed" section displays all bills that have reached the final state, where you were part of the approval group (either awaiting payment or rejected).