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How to Pay Bills

Prerequisites: None Alternatives: None See Also: None



Symbient Opta allows for the capture and recording of Bills your company has to pay. The Bill can be a one time event or one that is received on a set schedule. Because Bills impact accounting, Symbient Opta updates the appropriate Accounts Payable, Asset (ex: Banking) and Expense accounts.



  1. Log into Symbient Opta and click on the menu options: Accounting > Accounts Payable > Pay Bills.
    • You will now see a list of any existing Bills along with the Add button.
  2. Click the Add button to navigate to the Account Payable - Pay Bill entry screen.
  3. When the Account Payable - Pay Bill entry screen opens, fill in all required information along with optional information and click the Save button.
    1. Required Fields
      1. Company - This is your company and is auto populated by default.
      2. Reference Number - This is a unique number to identify this Bill by. Opta default it to the next available number but you can change it as long as it is unique
      3. Accounts Payable Account - Dropdown of Accounts Payable Accounts
      4. Expense Account - Dropdown of Expense Accounts
      5. Pay To - Select the Vendor/Supplier/Customer/Contact that the bill is to be paid too.
      6. Payment Amount - This is the amount of the bill to be paid.
      7. Details - Give a brief description of what the bill is for.
    2. Optional Fields Mailing Address - Opta will use the mailing address for whomever is selected in the Pay To field. However, if you need to send the bill to a different address, you can enter the new address in this field.
      1. Bill Date - The date of the bill.
      2. Due Date - The date the bill is due.
      3. Paid Date - The date the bill was paid.
      4. Purchase Order - If this bill is related or from a PO, enter the PO.
      5. Payment Method - enter how the bill was paid.
    3. Protected/Read Only Fields
      1. N/A
  4. When you are done entering the information about your bill, click on the Save button.
  5. Once you have successfully saved your dill, you can add Notes and Attachments.
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