When you first sign in to Melio, you'll land on the homepage for your business’s account. Consider this the central hub for managing your accounts payable activity. From here, you can see the status of your payments and bills at a glance, act on urgent items, and quickly navigate to the tasks you came to complete.
This guide covers the key sections of the homepage and explains what each one is for.
In this guide:
- Outgoing payments
- Bills to pay
- Time sensitive
- Quick actions
- Recent payment activity
- Top vendors
- Agent Mel
If you have multiple Melio accounts, each company will have its own homepage.
Most sections of the homepage will allow you to access Agent Mel by selecting the purple diamond in the bottom left corner. From there, you can ask Agent Mel questions specific to the information you have been shown.
Agent Mel is available for accounts on a Core subscription plan or higher. For more info, scroll down to the Agent Mel section of this guide.
If you have synced your Melio account with an accounting software, your homepage will automatically pull in your latest data, keeping everything up to date.
Outgoing payments
The Outgoing payments section shows the total value of your scheduled payments and how they're distributed across the coming days. This will include any recurring payments you have set up, so you are aware of the debit dates ahead of time.
Payments are broken down by status, including Scheduled and Pending approval, so you can see exactly what's lined up and what still needs action.
The debit dates displayed will cover payments from all Payment methods on your account, including cards.
If you pay using a card, when you're debited depends on your card provider. This may be different from the estimated debit date shown on the homepage.
Use the dropdown menu to adjust the timeframe between the Next 7 days or the Next 30 days.
If you select the 3 vertical dots in the bottom left corner and then select View all payments, you will be brought to the Payments tab.
Bills to pay
The Bills to pay section shows how many bills are due over the next 3 months and their total value. Bill statuses include Ready for payment, Draft, Pending approval, and Overdue, so you can quickly see where your bills are in the payment lifecycle.
If you select the 3 vertical dots in the bottom left corner and then select View all bills, you will be brought to the Bills tab.
Think a bill is missing?
- Any bills that are more than 3 months overdue will not be displayed.
- Once a bill is scheduled for payment, it will be accounted for in the Outgoing payments section.
Time sensitive
The Time sensitive section highlights the items that need your attention most urgently. This includes:
- Failed payments
- Overdue bills
- Payments pending approval
Each item shows the number of affected payments or bills and their total value. Select any item to go directly to the relevant action to resolve it.
Payments pending approval will only appear in this section if you are the approver for those transactions.
If you do not see this widget, it means that there are currently no Time sensitive items that need your attention!
Any Overdue bills or Failed payments that are over 3 months old will not be displayed.
Quick actions
Use the Quick actions section to kick off your most common tasks. Available actions may include:
- Add bill
- New payment
- Add vendor
- Send money abroad
The Quick actions options may change over time based on your business’s account activity.
If you have not yet synced your Melio account to an accounting software, this option will also be displayed.
Recent payment activity
The Recent payment activity section gives you a running view of the latest updates for your payments. The 5 payments listed have the newest activity across your account. At a glance, you can confirm their current status and estimated delivery dates.
Payment statuses include Paid, Marked as paid, Failed, In progress, Scheduled, Pending Verification, Pending approval, Pending vendor, Declined, and more.
If a payment has failed, you can select Retry directly from this section to proceed with resending it!
If you select the 3 vertical dots in the bottom left corner and then select View recent payments, you will be brought to the Payments tab.
Top vendors
The Top vendors section shows which vendors you've paid the most, along with the number of payments made to each vendor and the total amount paid.
Use the dropdown menu to filter the results by the following time frames:
- Last month
- Last 3 months
- Last 6 months
- Last year
If you select the 3 vertical dots in the bottom left corner and then select View vendors, you will be brought to the Vendors tab.
Agent Mel
Agent Mel is available on Core plans and above. It is not currently available to Melio Go plans.
If you are currently on the Go plan, and select to ask Agent Mel for help, you will be prompted to update your subscription plan. For more information on what upgrading your plan will look like, you can check out this guide.
Agent Mel is Melio's AI-powered assistant, and it's built into your homepage to help you get answers and take action faster. You can open Agent Mel in two ways:
1- Select the Agent Mel section at the top of your homepage to ask a question about your overall business activity.
2- Select the Agent Mel button within any section to ask questions specific to that information.
Check out this guide for more information on what Agent Mel can help with.
That's it! You now have an overview of everything on your Melio homepage and where to find the tools you need to manage your payments.