To explore accounting for Bill Pay, click on 'Accounting tab' in menu and then click on 'Transactions tab'.

Note: Accounting will be only visible for admin accounts in Volopay, Check with your admin if you require access.

The transactions tab contains all your Volopay transactions which includes your new transactions and already synced transactions. The accounting process for bill payments majorly goes through four different stages (Pending to verify, Pending to sync, Synced). You can easily find all your bill pay transactions in the pending to verify stage by making use of the filter as shown below.

Pending to Verify

All new transactions will land in "Pending to verify" stage and continue to stay there until the Admin completes all the required fields and verifies them. The admin will have to add the COA incase the Volopay account is integrated with an accounting software (Xero/Quickbooks).

Once you verify a transaction, you won't be able to make any changes to the expense.

Pending to Sync

All verified transactions will be visible in pending to sync stage, here you won't be able to make any changes to any transaction but you can sync these transactions with your respective accounting software.

Synced

Once you sync a verified transaction, all synced transactions will be visible in the synced state here.

For more information on accounting integration check integration article.

If you have any other questions, send us a message through chat, we'll be happy to help.

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