LegFi Payables

Dashboard (LegFi Payables)

• Dashboard: Upcoming Approved Payments
• Dashboard: Unpaid Bills
• Dashboard: Aging Bill Summary
• Dashboard: Unapproved Items
• Add a Bill (How-To)
• Dashboard: Quick Pay

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Payments (LegFi Payables)

• Payables Payment Tracking (Reference)
• Payables EZ Approve (How-to)
• How can I view upcoming payments?
• How can I refund/reimburse a member?
• Payment Statuses
• How do I delete a payment?

Bills (LegFi Payables)

• What are the different ways I can search bills in Payables?
• Can I attach files to bills in Payables?
• Can I itemize a bill in Payables?
• How do I edit a bill?
• How do I view details for an individual bill?
• How do I search for bills in Payables?

Recurring (LegFi Payables)

• How can I see changes made to a recurring item?
• How do I pause a recurring item?
• How do I delete a recurring item?
• How do I edit a recurring item?
• How do I add a recurring item?

Payees (LegFi Payables)

• 1099 Reporting (Reference)
• Managing Payee Credits (How-to)
• Add a Payment to a Payee's Bill (How-to)
• Where can I view changes made to a payee?
• How can I view archived payees or unarchive a payee?
• How can I archive a payee?

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FAQs for LegFi Payables

• How does Payables ledgering work for cash-based organizations? (FAQ)
• Can you prioritize payments from the same Treasury account?
• How does Payables work? (FAQ)
• What payment delivery options are available?
• Can you pay bills/payees with an external bank account?
• How do I turn on or turn off Payables?

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