Record and track bills (purchase invoices)
Purchases → Bills holds your accounts payable: bills created manually, imported or received through Hacienda, with their payment status, Hacienda status, attachments and voids.
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Steps
In Purchases → Bills use New bill to record one manually: Vendor, Bill number, Bill date, Due date, Currency and the Line items (Product, Description, Quantity, Unit price, IVA). Each line's ledger account comes from the purchasable product you pick.
To skip typing, use Generate with AI in the editor: describe the purchase the way you would tell someone and Tario fills in the vendor, lines and terms for you to review before saving. With Import → Import bills you upload a Hacienda XML (or a ZIP with several), which goes to the reception inbox, or a CSV/Excel file that creates one bill per row.
Each bill has two statuses: the payment one in the Status column (Open, Partial, Paid, Overdue, Void) and the Hacienda one in the Hacienda column (Accepted, Partial, Rejected, Pending, Processing), which reflects the receiver message sent or the FEC issued.
A To review bill was generated by Tario (contract, repair or API) and is not posted yet: open it with Open bill, review the lines and save with Save bill, or record a payment on it, so it gets posted.
In Bill detail you see Subtotal, Tax, Paid and Due balance, the Line validation (CABYS code, IVA %, IVA type, Product type, Commercial activity, Prorate %) that you correct with Save validation, the Payments and the XML, MH XML and PDF files.
Attachments are added from the editor (drag files or pick one from the media library) and open in Attachment preview; images and PDFs show inline, the XML is downloaded.
To void, use Void bill and enter the Void reason, which stays in the audit log. A voided bill no longer adds to accounts payable and keeps its history and files.
Tips
- Duplicate creates a draft from an existing bill: handy for purchases that repeat every month.
- The Open payable, Overdue, Due this week and Supported IVA cards are calculated from accepted bills; whatever is still in Reception does not count yet.
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