Creating a bill
Two ways to create a new bill:
- From the dashboard: Click New in the Bills section to open the bill creation form.
- Via email: Forward your invoice to [your specified email]@ap.zeni.ai. Zeni creates a draft bill automatically.
Uploading your invoice
Drag and drop your invoice into the upload area, or click to select from your computer. Zeni supports PDF and common image formats. Once uploaded, AI immediately starts reading and filling in bill details. You can skip autofill and enter manually if you prefer.
Reviewing AI-filled details
Review the auto-populated fields carefully before submitting:
- Vendor name and payment details
- Invoice amount and currency
- Due date
- GL category — Zeni's AI suggests a category, you can accept or change it
Note: If any required fields are missing or incorrect, Zeni will flag them and require corrections before the bill can be submitted.
Submitting for approval
Once all fields look correct, click Submit for Approval. The bill routes to the appropriate approvers based on your configured flow. Approvers receive an email notification.
Tracking bill status
- Approval — Submitted and waiting for approver review.
- Scheduled — Approved and scheduled for payment. Edit by clicking the edit icon.
- Paid — Payment has been sent successfully.
