What a vendor invoice is
A vendor invoice (or “bill”) is what a vendor sends you. You owe them money. Dotio records it, categorizes it, and tracks when it’s due.
Recording a vendor invoice
Three ways:
Upload a PDF or image:
Drop the file into chat or upload in Bookkeeping → Vendor Invoices → New. Dotio extracts the details (vendor, amount, date, tax, line items) and creates the invoice. You review and confirm.
Via chat:
“Log a bill from AWS for $847, March cloud services.”
Via the UI:
Fill in the form manually.
Approval workflow
For teams, you can require approval before bills are paid. Configure in Settings → Vendor Invoices → Approval.
- No approval needed.
- Approval required over a threshold (e.g., anything above $500).
- Approval always required.
Approvers are notified in the app and by email.
Paying
When you pay a bill, record the payment — Dotio creates the journal entry automatically. If you pay via an integrated bank, payments happen right from the app.
Categorizing
Dotio assigns each line to the right expense account. If it’s not sure, it asks. Over time, it learns your patterns — AWS always goes to Cloud Infrastructure, WeWork always goes to Rent — and stops asking.
Recurring bills
Many bills are predictable — rent, subscriptions, salaries. Set them up as recurring. Dotio creates a new draft each period and you just confirm.