Never Miss a Bill Again: Live Demo of New Billing Tools

Here’s a live demo showcasing Bionic’s powerful new features designed to help you instantly identify and track missing bills, streamline your reconciliation process, and keep your finances in order without the usual stress.

The video is a recording of our recent webinar, “Never Miss a Bill Again with Bionic,” hosted by Patrick Santiago, Director of Product Management at Bionic, and Casey Izzo, Vice President of Customer Success at Bionic.

Introduction

Historically, keeping track of vendor invoices meant digging through email inboxes, manually cross-referencing orders, and dealing with delays to your reconciliation. This process was tedious, time-consuming, and prone to errors that could lead to incorrect reporting or missed payments.

With Bionic for Agencies’ new billing tools, you now have a clear way to:

Instantly identify missing bills.
View all vendor invoices within a service period.
Have a centralized view of all orders and their financial details.

Key Features of the New Billing Tools

👉 Missing Bills Column: Quickly see which orders are missing bills directly in Bionic. Any bills missing from previous service periods are automatically flagged, so you always know what’s outstanding.

👉 Service Period Breakdown: View and filter bills by service period to keep track of vendor invoices over time. This granular breakdown ensures that all invoices are accounted for and properly reconciled.

👉 Seamless Invoice Entry & Reconciliation: Adding a missing bill is as simple as clicking on the missing bill icon and entering the invoice details on the spot.

Live Demo of the New Billing Tools

At 4:15, Casey provides a walkthrough of the new billing features, including how to:

Navigate the Orders Tab to identify missing bills.
Use the Service Period View to break down invoices by date.
Add and reconcile vendor invoices with just a few clicks.
Export reports for further financial analysis.

Q&A Session Highlights

During the webinar, attendees asked insightful questions about how these new tools work, including:

Q: How does Bionic determine a missing bill?
A: Any service period older than the current month that does not have a corresponding invoice logged is flagged as “missing.”

Q: Can I filter to only see missing bills?
A: Yes! You can filter the Orders Tab or the Service Period View to display only missing bills, making it easy to see outstanding invoices.

Q: Can I export these reports?
A: Absolutely. Both views can be downloaded for offline analysis and sharing with your finance team.

Q: Is there a global view of all your invoices?
A: Yes! The Home Orders Tab provides a complete overview of all invoices across all campaigns and vendors, ensuring full visibility into your agency’s financials.