You can see your bills in Folio by navigating to https://my.folio.co/bills
Understanding your bill:
For each bill that is in your Folio you will see it as a line item with the accompanying information for that bill. You can click on that bill in order to view all the details:
Bill Status
The Bill Status will show the status of the invoice. Possible statuses are:
Needs Review - The bill is awaiting review for approval or denial
Awaiting Order Approval - The corresponding purchase order for this bill is in review and awaiting approval
Approved - The bill has been reviewed and approved
Order Status
The Order status shows the status of the accompanying order for this invoice. The possible order statuses are:
Order Needed - There is not a matched order created yet corresponding to this bill
Order Receiving Needed - The corresponding order for this bill is awaiting receiving
Order Confirmed - The corresponding order for this bill has been confirmed
Added by:
This field displays where the invoice document came from. If this document was automatically added by Folio you will see
Added by Folio. If this bill document was created by you or someone on your team, it will show their name right there on that bill!
ERP Status
Once an invoice is complete and ready for transmission to your ERP system, Folio will also display the ERP status to let you know that it has successfully transmitted to your ERP system. Possible ERP statuses are:
Transmitted - This bill has been approved and transmitted to your ERP system
Transmission Error - This bill encountered an error when attempting to transmit to your ERP system
Previous Bills view vs new Bills view
