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Exploring Accounts Payable

The main Accounts payable screen is where you answer the questions every clinic asks: What do I need to pay this week? What is already overdue? How much is still open? Everything here is built to give you those answers in seconds.

Choosing the Organization​

At the top of the screen, select the Organization. The list, the filters, and the indicators all refer to the company you choose, so each unit keeps its own financial view.

The Filters​

Just below, a set of filters narrows the list to exactly what you want to see:

  • Status — show only bills that are Open, Partially paid, Paid, Cancelled, or Void.
  • Category — group by the type of expense (for example, rent, supplies, services), when you use categories.
  • Payee — show only the bills of one supplier or beneficiary. You can type to search the list.
  • Due from and Due to — a date range, to see everything due within a given period.

You can also search by text using the search box in the top toolbar, and combine it with the filters above.

The Quick Shortcuts​

Three buttons give you the most common views with a single click:

  • Overdue — every bill already past its due date. This is the list you never want to grow.
  • Next 7 days — what is coming up in the week ahead, so nothing is paid late.
  • Clear filters — resets everything back to the full list.

The Indicators​

Four cards at the top summarize the bills currently shown on the page:

  • Open on this page — bills still to be paid.
  • Overdue on this page — bills past their due date.
  • Due soon on this page — bills approaching their due date.
  • Paid on this page — bills already settled.
Read the indicators together with the filters

The cards count the bills currently listed. Combine them with a filter — for example, choose a supplier or a date range — and the indicators immediately reflect that narrower view.

The Bill List​

Each row shows the essentials at a glance:

  • Due date — the next date this bill is due. Overdue dates are highlighted so they stand out.
  • Payable — the title you gave the bill.
  • Payee — the supplier or beneficiary.
  • Category — the expense category, or Uncategorized when none was chosen.
  • Status — a colored badge: Open, Partially paid, Paid, Cancelled, or Void.
  • Outstanding — how much is still to be paid, always shown with the currency code (for example, BRL 350.00).

Click any row — or the Open payable button — to open the bill and see its installments, payment history, and documents.

When the list is empty

If nothing matches, Veetz shows "No payables found" with the hint "Adjust the filters or create the first payable." Use the Clear filters shortcut or add your first bill with the + (add) button in the toolbar.

Exporting and Printing​

The top toolbar also offers Export data and Print, so you can take the current list into a report or hand it to whoever approves the payments.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.