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The upcoming bill list shows you all the bills that will be paid in the coming month or whatever period is defined. This list is ordered by date, with the bills coming due soonest at the top. Bills, by definition, are scheduled transactions that have a negative amount. The bills list has a number of elements:
- Due Date - When the bill is due or the date when it will be paid.
- Biller NamePayee - The name of the payee biller being paid. On the second line, you'll see the account from which the bill is being paid.
- AmountDue Date - The amount of When the bill is due or the date when it will be paid.
- PDFAmount - Click on the PDF icon to launch the bill history dialog.The amount of the bill due.
- Payment Status
- Action Buttons - The action button changes depending on the type of bill and the state of the bill.
- Auto Enter - There is no action button if the bill is set to Mark as Paid automatically on the scheduled date. The words Auto Enter appear.
- Mark as Paid - If the bill isn't set to be auto-entered, then this button is available. Clicking it will convert the scheduled transaction to an actual transaction in the register.
- Pay Now - Bill Pay items that have not been sent yet have the Pay Now button. Clicking it will "send" the payment request to the Bank Bill Pay service for payment. It won't actually be paid now but will be paid on the designated date.
- Menu - Click on the three dots to get to the Bill menu.
- Edit Series - Edit the scheduled date and recurrence of the bill.
- Skip this Instance - Skip this instance of the bill. You may do this if the bill was paid by someone else.
- Add Bill Pay Information - Add the online Bill Pay information so this payee can be paid using Bank Bill Pay.
- Delete Series - Delete this scheduled transaction
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Recently Paid list
The Recently Paid list shows all of the bills paid in the past month. These bills have the following characteristics:
- Date - The date the bill was paid.
- Payee - The Payee name.
- Amount - The amount paid.
- Account - The account from which the bill was paid
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