Guide to selecting a bill, choosing a payee, scheduling or sending a payment and tracking its status.Documentation Index
Fetch the complete documentation index at: https://support.pexcard.com/llms.txt
Use this file to discover all available pages before exploring further.
1. Create a bill
To submit a new bill:- Log in to the Dashboard
- Navigate to Bills
- Click Create bill
- Upload the bill (optional)
- Select a vendor
Note:If you don’t have any vendors yet, go to Vendors and create one.
-
Enter:
- Bill amount
- Bill date
- Due date
- Add tags (optional, if enabled)
- Click Preview
- Click Submit
Bill approval
- After submission, the bill will enter the approval workflow, if one exists.
- If no policy exists, Admins with Manage bills permission must approve the bill.
- You may edit tags while the bill is in Pending approval.
- Approve
- Reject
2. Create a payment for approved bills
Once bills are approved, they appear under Payments. To create payments:- Go to Payments
- Select the approved bills using the checkboxes
- Select the vendor
- Set the Payment processing date
- Scroll down and click Create payment bundles
- Review and confirm
- Click Create
Payment methods
- Default method: Virtual Card
- To change to ACH:
- Click the item
- Choose ACH under Payment Requests
Note:You must have the Request/delete ACH transfer permission to initiate ACH payments.
3. Track payment status
Payments and bills can be monitored here:- Bills → for creation, approval or rejection
- Payments → for payment bundles, processing and method details
- Reports → for reconciliation and exporting CSV files
- Pending approval
- Approved
- In payment bundle
- Processing
- Completed
- Failed
4. Tips & best practices
- Double-check vendor banking info before creating ACH payments.
- Select the correct vendor for each bill before bundling.
- Use tags for better reconciliation.
- Set payment processing dates before the due date to avoid late payments.
- Maintain adequate funding in your linked external accounts.