View & Download Bill Summary Report

Track total bills, payments, and outstanding amounts — with visual summaries and exportable data for financial reporting and operational oversight.

🔐 Access Control

• Only Admin users or staff with report permissions can access bill summaries
• From the Dashboard, use the side menu to navigate: Accounting → Report → Bill Summary

🧭 Step-by-Step: View Bill Summary

1️⃣ Apply Filters

Use the filter panel to define your report scope:

• Start Month and End Month: Select the reporting range
• Vendor: Choose a specific vendor or select All Vendors
• Status: Filter by bill status:
  • Draft, Sent, Unpaid, Partially Paid, Paid

Click the Search icon to generate the report.

2️⃣ Review Summary Section

The report will display:

• Total Bill: Sum of all bill amounts within the selected range
• Total Paid: Amount paid to vendors
• Total Due: Outstanding balance
• Duration: Reporting period (e.g. Jan-2025 to Dec-2025)

📊 View Bill Graph

Switch to the Summary tab to view:

• A monthly bar chart comparing:
  • Green bars for Bill totals
  • Red bars for Purchase totals
• Use this to identify cost spikes, seasonal trends, or vendor-heavy months

📥 Download the Report

• Locate the Download button at the top right of the report panel
• Click to export the report in your preferred format (e.g. PDF)
• The exported file will include:
  • Monthly breakdown of bills and purchases
  • Payment status per vendor
  • Filter criteria and reporting duration

✅ Best Practices

• Review bill summaries monthly to monitor vendor spending
• Filter by status to identify unpaid or partially paid bills
• Export reports before audits or financial reviews
• Archive reports quarterly for compliance and traceability
• Use sector-fit bill categories (e.g. Care Home Utilities, Cleaning Supplies, Logistics Freight) for clarity