Platform / Money / Accounts Payable

Accounts Payable

Accounts Payable is the screen where you enter every bill another carrier or vendor sends you, decide whether it is right, approve it, pay it, and keep the paper trail — so the money going *out* of the company is as controlled as the money coming *in*.

24
Capabilities, all live
100%
In production
Money
Pillar

From the Lanexa 2.0 capability register · version 2.0.37 · reviewed 2026-08-24

AUTO

The books post themselves

Every insert, update and delete on a bill or a payment fires a routine that deletes the document's existing postings and re-derives them from the current state (, ). Re-posting a bill also re-posts its payments first, so a bill that becomes

AUTO

Approval starts a clock

Leaving Draft or Pending marks the bill committed; from that moment plus three days, the bill's money fields are frozen against ordinary edits (, ).

AUTO

The exchange rate is resolved even when nobody supplied one

Before every insert and before any change to currency, exchange rate or company, a guard sets the rate to 1 for home-currency bills, honours a genuinely booked rate, and otherwise looks one up dated to the bill's issue date — refusing the w

AUTO

A partner payable writes itself

Three separate watchers — on load status, on POD documents, and on assignment completion — all call the same routine, so whichever signal arrives last produces the bill (, ). It cannot run twice for the same assignment, and it swallows its

01
Spot an auto-created partner payable
Partner bills carry a purple INTERLINE badge in the Bill # cell, and for Canadian-dollar bills it reads "INTERLINE · 0% GST" with a tooltip explaining the zero-rating.
02
Build the bill line by line
Add and remove charge lines; type description, quantity and rate. The amount recalculates as you type; the last remaining line cannot be removed.,
03
Bill in another currency
Choose CAD, USD or MXN. The exchange rate on the day of the bill is stamped onto the record automatically.,
04
Record a payment
Actions menu → Record Payment (or the detail-panel button). Only offered on an Approved bill with a balance over one cent. Enter date, method (Cheque, ACH, Wire, Credit Card, Cash, Other), amount, reference number and notes.,
05
Jump straight to one bill from elsewhere
A link of the form opens that bill's detail immediately, then cleans the address bar. Used by the Ledger drill-through, the Interline desk and the Cmd-K search. Unknown values raise a "Not found" toast.
06
See what the company owes, at a glance
Read the five summary tiles: Total Payable (everything not paid or cancelled, net of part-payments), Pending Approval, Approved, Paid, and — only when it applies — Partner Payables (trust).,
07
See trust-money separately
The purple "Partner Payables (trust)" tile appears only when unpaid partner bills exist. Its tooltip explains that under Ontario law the customer's payment for a farmed load is held in trust until the partner is paid — it is not working capital.,
08
Enter a new bill
Press "New Bill". Fill in bill number, vendor, optional load, PO / REF / load-tender references, issue and due dates, currency, tax rate, notes, and at least one charge line. Press "Create Bill".,
CapabilityStatus
Charge tax on the billIn progress
Approve a billIn progress
Record a short pay with a reasonIn progress
Keep the vendor's paperwork with the billIn progress
See a friendly message when the list is emptyNot built
Record a payment in the bill's own currencyNot built
Undo a deleted billNot built
Edit a bill's money fields after the 3-day lockNot built
See an aged payables report (30 / 60 / 90 days)Not built
Approve or pay several bills at onceNot built
Email a remittance advice to the vendorNot built