Accounts board
Streamline bill management in Trello with this board template
Every business needs a streamlined system to handle bill management and payments. Let Trello help you keep track of all the moving parts in your finance workflow! Receive invoices from external vendors, stay on top of regular accounting tasks and collaborate with internal team members to get more done.
Trello’s visual interface makes it easy to quickly process bills and get an overview of your business finances. Plus, if you’re working in a team, everyone has access to the same information, so there’s no confusion about the status of your accounts or invoices.
Set up your Trello lists to suit your accounting workflow, or copy our template below to get started. For example:
📥 Accounts inbox: If you’re using the Email for Trello Power-Up, new emails arrive here. If not, simply upload new invoices to a Trello card. Move them on to the next stage when you’re ready.
✅ Approval: Consult with your team to query, verify or reject invoices.
💸 Payment: Approved invoices wait in this list to be processed for payment.
❓Blocked: Free up headspace by setting items aside if you’re blocked or waiting for feedback.
🧮 Capture: Load invoices into your accounting software and perform your required admin tasks.
🎉 Done: Your invoices are captured, paid and neatly archived – all ready to start again next month!
