We’re excited to announce that 1099 Filing with BILL is now available! Deliver 1099s to vendors and file those 1099s to the IRS all from the same platform you use to pay them.
BILL’s new 1099 Filing enables you to manage the accounts payable needs for contractors as well as create and file 1099s from a single platform, saving time and resources.
Streamline W-9 collection: Request, collect, and store W-9s from a single workspace in BILL.
Automate 1099-eligible vendors: BILL will automatically pull vendors with 1099 marked as “yes” from the “Vendors” tab—saving you time and simplifying your tax prep. If adjustments are needed, note which vendors are 1099-eligible with the new “1099 Filing” tab under “Tax Management”.
Quickly categorize vendor expenses: View all payments made to a vendor and categorize them in bulk as 1099 reportable or not.
Generate 1099 documents: Once payments are categorized, BILL will generate your 1099 NEC and 1099 MISC forms.
Leave 1099 delivery to BILL: Choose to send 1099s electronically and/or physically via USPS* to all vendors for review. Once generated, all 1099s will also be available to download as PDFs if you choose to deliver those yourself.
eFile directly with the IRS: Once 1099 documents have been generated and reviewed by vendors, file all 1099s electronically to the IRS with the click of a button. Note: This covers state filing only for the states participating in the Combined Federal/State Filing (CF/SF) program, listed at IRS.gov.
To learn more about these updates and how to take advantage of them, read the Help Center article.
*For additional pricing and information please visit https://www.bill.com/product/pricing.
Here’s a roundup of the most important things we released over the past year. We’ve been working around the clock to deliver new features so you stay efficient, save time, and drive more value to your clients.
The Accountant Console is your home base to manage your clients, your staff, and billing. Check out these updates from 2024 that help ease your client and staff management.
Manage staff easily in one place with the new Staff Page
The new Staff page is an improved way to manage your staff in the Accountant Console. The new page allows console admins to efficiently add staff members and grant them access to multiple clients and roles across BILL AP & AR and Spend & Expense.
See all your tasks in one place on the new Tasks Page
Now there’s a single place in the accountant console to see all your assigned clients and their pending tasks. The new page lists to-do’s and tasks across all your clients with ability to customize columns and sort by different categories and search for specific clients. Each task is also linked to the client account for easy access.
You can now assign a default role for your staff. No more having to remember exactly which role staff are assigned, or having to manually go through and choose which role when assigning multiple users for a client. Just set it up once and BILL will remember that default role when you assign that user to another client.
Export your entire client and staff lists to a spreadsheet
Small update with a big impact. You can now export your entire client list from the Clients Table in the BILL Accountant Console. Export the entire list of clients plus the columns that are currently visible on the page, including which products are turned on for clients. You can also export your entire staff list from the new staff page.
Need to change a user’s role across multiple clients at a time? Now you’re able to bulk edit roles for a user in one fell swoop, meaning if you have a staff member who’s changing clients, changing teams, or taking on multiple clients at a time, you can make changes faster than ever. You can also remove users from a client’s profile in bulk.
Switching between consoles and clients in the Accountant Console got a new look. The new switcher matches the experience that’s in your client’s BILL AP/AR and Spend & Expense products. In addition to being able to seamlessly switch between clients and consoles, you still have access to all tasks from the previous experience. You’ll be able to see tasks for inbox items, overdue bills, and pending bill approvals.
Our development teams have kept busy delivering new features, products and updates to help your firm stay ahead of the curve and serve your clients better.
BILL Cash Flow Forecasting helps you plan for the future by providing clear visibility into your business's cash flow. Synced with QuickBooks Online, it lets you generate cash flow forecasts using historical data, track key metrics, and run “what if” simulations. You can customize views and dashboards to fit your business needs. Additionally, BILL Insights offers out-of-the-box dashboards to optimize AP processes by identifying trends, opportunities, and potential savings.
Managing Accounts Payable for your client's 1099 contractors became easier in 2024. BILL released the ability to upload W-9 forms for any 1099 vendor, organizing them in one place.
You can now collect, create, and file your 1099s directly with the IRS, all in one platform.
Starting January 2 you can file 1099s right within BILL. In addition to W-9 management, BILL will aggregate payments made to each 1099 vendor, so all you have to do is review, approve, and file. BILL will even send the 1099 to the vendor.
BILL has delivered multiple sync enhancements across products for Xero, Oracle NetSuite, QuickBooks Online, and Sage Intacct, enabling customers to streamline reconciliation, reduce manual work, and boost efficiency.
BILL updated the payment tracker in BILL AP so that you have more detail and visibility into the exact status of ACH payments such as when a payment is scheduled, initiated, and when the payment is sent-to and received-by vendors. You’ll now see detailed breakdowns such as scheduled payment arrival date, processing date, and payment accounts used. You’ll also see details into any errors for payments requiring additional attention.
Approval History in the mobile app
You can now see the approval history for your bills in our AP & AR mobile app. In addition to Approvals, Payments also received an upgrade in our mobile app. Now you can approve and pay bills on the go! Enjoy our enhanced payment options like Pay by Card, Bulk Pay and Faster ACH in the mobile app.
Forget calendar reminders—set invoices to send at the exact date and time you want. Select “Schedule email” from the Send invoice page and let BILL handle the rest.
Include all the info your customers need, right on the invoice. Add custom fields like ”Service Period” or “Account Manager,” and BILL will save them for future use. You can also customize your invoice with your logo and colors. Just choose an existing template or build a new one from the Create Invoice page.
Create itemized estimates and send them to your customers. Then mark the estimate as approved or rejected and make any needed edits. Once you have an approved estimate, you can easily convert it into an invoice.
API: It’s time to grow—without the headaches. With our new API, you can seamlessly integrate BILL Spend & Expense with your existing systems to maximize scalability, efficiency, and control. Pull transaction history into your own systems for analysis and reporting, manage your users, budgets, and cards at scale, and automate your workflows tailored for your needs.
Assistant assignments enable users to delegate transaction tasks to an assistant, helping teams stay efficient and organized. Users can now be assigned assistants who will have the ability to complete transactions on their behalf. This is perfect for executives, managers, or anyone who needs extra help managing their workflow.
Set up a secured line with a reserve card
The BILL Divvy Reserve Card is the smart solution for big-spending businesses looking to maximize rewards while still accessing their deposit at any time. With 1.5% cash back (and beyond) on every purchase, and unmatched access to your secured funds, it adds up to a level of cash flexibility you won’t find anywhere else.
Spend & Expense now syncs with Xero and Netsuite
Big news for firms using Xero and Netsuite is that BILL Spend & Expense now integrates seamlessly with both, sending transaction data to the GL.
Automatic receipt matching and auto validation on web
No more manually matching receipts to transactions! With this update, users uploading receipts via the mobile app will no longer need to find and select the appropriate transaction. The system will automatically match the receipt to the correct transaction, making the process faster and more intuitive. Plus, receipts uploaded via web now auto-validate via OCR, a feature previously only available on mobile.
Auto categorization of transactions
When a spender makes a purchase on their BILL Divvy Card powered by Visa,* AI can automatically fill in the Category and Expense Category fields based on where the purchase occurred. This setting is now the default and can be toggled on and off in your company transaction settings.
*The BILL Divvy Card is issued by Cross River Bank, Member FDIC, and is not a deposit product
It’s here—just in time for the holidays! The Spend & Expense API now supports reimbursement workflows—pull reimbursement data and create, approve, or deny requests seamlessly via API. Plus, self-serve sandbox access is live, so you can start testing right away!
We're excited to introduce an update that brings all your notification preferences into one convenient location. No more searching through scattered settings—now you can easily view and adjust all your notifications in one place, making it easier than ever to choose the alerts that matter most to you.
Plus we’re introducing a new low-balance alert! You can now opt to receive notifications via email or mobile app push whenever the funds you’ve been assigned from a budget fall below 20%. Enjoy these enhancements to make managing your notifications easier than ever!
The Spend & Expense rewards graph lets you easily track how many points you've earned from your spending activity. Choose a period to see your earnings—whether it's the last month or the entire year—and get a clearer view of how your rewards have grown over time.
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The BILL Divvy Card is issued by Cross River Bank and is not a deposit product.
Xero customers now benefit from a full card transaction sync with BILL Spend & Expense! Streamline your reconciliation and month-end close process by automatically syncing all your expense transaction data into Xero.
With this release, Xero customers using BILL Spend & Expense get all the benefits of a true automated sync: greater efficiency and time savings, elimination of double entry and manual exports and uploads, and the confidence that all of your expenses match your pre-defined chart of accounts in Xero. This sync is available at no additional cost for our Xero customers.
BILL Spend & Expense customers using Oracle NetSuite enjoy greater flexibility and control with the ability to customize the posting date on card transactions prior to syncing with your accounting software. Select between the transaction date when the card was used, or the cleared date when it was posted.
BILL Spend & Expense customers using Oracle NetSuite or Xero now have the ability to sync their card transactions to a single “generic” vendor. This is important because NetSuite and Xero both require a vendor with every transaction, but you may not want new vendors being created in your accounting software with each new synced transaction.
Now with this release, you can simply navigate to your integration settings and enable this feature to sync all transactions to a single “generic” vendor of your creation, giving you greater flexibility in how your transactions sync.
Sync Assist is an AI-powered guide that helps users self-solve sync issues through clear, actionable resolution guidance. Sync Assist creates a more seamless sync experience by empowering users to quickly resolve any sync issues without having to leave the BILL platform.
Using Sync Assist is simple. If you encounter a sync issue, select “Sync Assist,” then select the “How do I fix this?” button. Sync Assist will then automatically scan and synthesize help articles and provide a clear recommendation for resolving the issue (and will link you to all the articles it used to find the answer!).
Sync Assist is now live for all QuickBooks Online and Xero customers.
QuickBooks Online and Sage Intacct customers can sync documents attached to saved bills. Enjoy two-way sync with QuickBooks Online and one-way sync from Sage Intacct into BILL.
To enable, simply select “sync documents” from your sync settings. For more information on how to set up and use document sync, please visit the following:
Sage Intacct document sync FAQ
QuickBooks Online document sync FAQ
Choose the secured line your business has been waiting for. The BILL Divvy Reserve Card is the smart solution for big-spending businesses looking to maximize rewards while still accessing their deposit at any time. With 1.5% cash back (and beyond) on every purchase, and unmatched access to your secured funds, it adds up to a level of cash flexibility you won’t find anywhere else.
The BILL Divvy Reserve Card not only optimizes cash back, but also empowers you with expense management and spend controls through the BILL Divvy Reserve Card.
Want to learn more about the flexible security deposit that you can adjust at any time? Watch this video to learn how the Reserve Card works.
We’ve rolled out two exciting updates designed to make receipt management faster and easier, helping both admins and spenders save time and reduce errors.
No more manually matching receipts to transactions! With this update, users uploading receipts via the mobile app will no longer need to find and select the appropriate transaction. The system will automatically match the receipt to the correct transaction, making the process faster and more intuitive.
This simplifies the process for spenders on the go, with less manual sorting and more time saved.
Learn more about uploading receipts
Previously, receipt auto-validation via OCR was only available when users uploaded receipts on their mobile app. Now, we’re extending this feature to receipts uploaded through the BILL Spend & Expense web app.
This update lightens the load for admins by allowing them to quickly approve transactions with verified receipts, saving time and boosting accuracy across the board.
We’re excited to introduce a new feature that enables users to delegate transaction tasks to an assistant, helping teams stay efficient and organized. With this update, users can now be assigned assistants who will have the ability to complete transactions on their behalf. This is perfect for executives, managers, or anyone who needs extra help managing their workflow. It’s time to get your transactions on track.
When a user is assigned as an assistant, they’ll see a split in their to-do list:
This feature streamlines workflows, ensuring that even when someone is unavailable, their transactions are handled by a trusted team member.
Recently, BILL introduced a new way to make international B2B payments—BILL Local Transfer.
While it won’t replace international wires in every situation, BILL Local Transfer is changing the game for our customers that pay vendors and suppliers internationally. Here’s what you need to know.
Local Transfer is a way to pay vendors internationally in their foreign currency, through the local payment network of the recipient’s country. By contrast, wire payments are typically delivered via wire networks such as the SWIFT network or intermediary banks.
This makes Local Transfer much faster than paying by international wire, and it also makes life easier on vendors, which can receive these payments just as easily as payments from their home country.
In fact, Local Transfer payments are typically delivered the same day or the next day, which is up to 4 days faster than BILL’s wires in local currency and up to 3 days faster than BILL’s USD wires.
Better yet, Local Transfer payments can also be much less expensive than wires. There’s no transaction fee to send them, no intermediary banks to charge fees along the way, and no receiving fees for the vendor either.
Ultimately, while exchange rates will always factor into the cost of international business, vendors get the assurance of receiving the guaranteed amount in the invoice, which can cut down on vendor upcharges, improve transparency, and strengthen relationships.
Although working with international vendors can bring many benefits, the process of paying them can be a challenge. For one thing, traditional wires often involve bank fees for both the sender and the recipient, and intermediary banks tend to add fees at multiple stages in the process.
Traditional wires can also take many days to clear due to the complexity of international banking networks, and transparency is often difficult. As a result, businesses have a hard time anticipating the full costs and final timing of international payments.
This might not seem terrible when the number of payments is limited, but as businesses grow, the scope of their operations expands, often extending their international supply chain to include contractors, manufacturers, suppliers, developers, and more.
Making multiple international payments can compound these problems—frustrating the ability to manage cash flow for both payors and vendors alike and potentially eroding those critical relationships.
Recognizing these challenges, various countries and regions around the world have been working diligently to put better systems in place for international payments—systems with payment rails that operate much closer to real-time.
In the US, the FedNow Service infrastructure from the Federal Reserve supports instant payments in real-time, 24 hours a day, 365 days a year. In India, Unified Payments Interface (UPI) also facilitates immediate money transfers via mobile device around the clock, every day. And in Europe, the Single Euro Payments Area (SEPA) project makes it easier to pay in euros across 36 countries and territories.
As the world continues to develop new digital infrastructures, BILL is committed to staying on top of emerging payment technologies to keep making cross-border transactions faster, more transparent, and more cost-effective.
Local Transfer is built right into the BILL platform, streamlining cross-border transactions and simplifying payment data requirements.
For customers, the experience is seamless, offering Local Transfer payments through the same convenient process as domestic payments or international wires. In fact, some real-time payment networks have transaction limits—when a transaction surpasses those limits, international wires are still available in the same portal.
And, of course, the BILL platform also helps customers to ensure compliance with regulatory standards, while tracking and managing all their payments, including international ones.
When you schedule foreign currency payment in BILL, the platform will automatically check whether Local Transfer is an option. If it is, you’ll be able to choose whether to send the payment as a Local Transfer or a wire transfer. It’s really that simple.
This clear choice makes it easy to see when payments can be delivered faster while also providing the more traditional option of wire transfers when they’re needed.
At BILL, our mission is to make it simple to connect and do business. In an increasingly global marketplace, that includes fostering smoother business operations and supply chain management internationally.
Beyond the obvious benefits of speed, cost, and reliability, real-time settlements also help:
In fact, because they use local networks, Local Transfer payments arrive for vendors in the same way as payments that originate within their home country—making the payment process feel seamless and familiar to your international partners. For more information on Local Transfer, please visit our FAQ page to learn more.
Over the next 5–10 years, global payments are likely to see broader adoption of real-time payments as more countries implement or expand these networks, offering accelerated transactions in new markets.
As technology makes it easier than ever to do business internationally, BILL remains committed to innovation in enhanced cross-border payment solutions.
If your business is expanding into new markets or doing business abroad, we’ll be right there with you, making it simple to connect and do business.
Earlier, we released the ability to add cards to vendor accounts (like Meta) without having to leave BILL Spend & Expense. But what if you’re not the one with the vendor login? Now, you can delegate the login to that person. They enter the credentials, and then you can add the card, using the same easy flow for adding cards to vendors.
It’s time to grow—without the headaches. With our new API, you can seamlessly integrate BILL Spend & Expense with your existing systems to maximize scalability, efficiency, and control. Pull transaction history into your own systems for analysis and reporting, manage your users, budgets, and cards at scale, and automate your workflows tailored for your needs.
Ready to level up as your business grows?
Enjoy even more payment options from BILL’s Mobile App to help you run your finance team from anywhere. Save time by scheduling payments on the go, paying multiple bills simultaneously, or sending payments more quickly.
These key improvements include more payment options added to mobile, including Pay by Card (only single bill pay), Preferred Card, and Faster ACH. This update also includes a Bulk Pay feature so that you can pay multiple bills at once with a few clicks.
To help enable enhanced visibility and decision-making, BILL has expanded access to the Insights dashboard to Accountant and Approver roles.
BILL Insights is a dashboard that automatically presents financial data from your Accounts Payable account in seven informative charts. Previously, only Admin roles had access to these business insights, so this update will help increase data availability throughout the organization.
We are thrilled to introduce a powerful new update to your insights dashboard. Now you can select any of the payables insights charts and be taken to a detailed screen that provides even more information. This new feature allows you to:
By utilizing these improvements, you can thoroughly analyze your payables information, allowing for better decision-making, more efficient financial workflows, and an overall improved financial strategy.
Soon, you’ll notice an enhanced payment tracker in BILL that will provide clearer guidance if there’s any action you need to take. It will also provide a more nuanced view of the status of each payment.
Now, BILL will automatically pull essential vendor details such as their address, phone number, email, and any other important information to create a new vendor from your BILL inbox.
Save a bill as a draft when you need to temporarily. Draft bills won't enter the next stage of your AP workflow (approvals, payments, sync) until they've been converted to a bill.
A new, streamlined process helps you pay multiple bills even faster. You can edit key payment details quickly and resolve payment errors for multiple bills from a single screen on the web or the BILL Accounts Payable & Receivable mobile app.
Here are the latest updates:
Want to take control of your spend in one place? This new feature is for you! Create some virtual cards as you onboard to BILL Spend & Expense or create a new card to replace an existing compromised or expiring card.
We're excited to announce that we’ve partnered with Sunlight to make it easier than ever to take control of spend management.
How easy? Users can now seamlessly add virtual cards to vendors without leaving the BILL Spend & Expense platform. Learn more by reading the help article or browsing the list of supported vendors.
This feature is just the beginning. Our product teams will continue to explore new ways to leverage technology to make virtual card management an even more seamless experience.
To help simplify the process of splitting a transaction between multiple budgets, you can now automatically split recurring transactions on your virtual cards. Predetermine the percentages that transactions should be split by, and it will automatically split when the charge occurs. This is useful for large monthly subscriptions that are shared between multiple departments.
To help simplify your payments, we have redesigned the payment portal so the payment due date and payment methods are easier to find. This will make paying your bill every month more simple and intuitive, so you can spend more time focusing on running your business!
You may have noticed a shiny new look for splitting transactions on both mobile and desktop. This new full-page view makes it easier to determine the split amounts or percentages, and fill in the departments, locations, categories, and custom fields for each split.
If suspicious activity is detected on your card, BILL will auto-decline the transaction and email you asking for confirmation. The card will not be canceled or frozen unless you confirm the suspicious activity. If you recognize the transaction, confirm that it is approved and re-submit the transaction.
Imagine having a complete view of all the bills you’ve paid and have yet to pay—giving you even more visibility and control. Well, we’ve added two reports that do just that. Watch our video on how to run and access them.
The Processed Bills report will show your firm’s history of paid bills, giving you a full picture of which clients require more support at any given time.
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The Bill Reminders report, powered by machine learning, uses historical data and predicts future bills for each of your clients. You can easily spot overdue or missing bills and reduce errors without manual research efforts.
We’ve added new features to the Accountant Console to help you streamline client management, plus give you more visibility and control across your financial operations. Read all about the new features and watch our interactive demo to learn more about the console.
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You can now see which clients have been pre-approved for the BILL Divvy Card powered by Visa*—and for how much—in the Clients Table in your Accountant Console. Take the guesswork out of the application process and recommend clients you know are pre-approved.
To start a client’s card application, just click their name, followed by “Product.” Then select “Get Started.”
*The BILL Divvy Card is issued by Cross River Bank, Member FDIC, and is not a deposit product.
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The new Staff page is a new and improved way to manage your staff in the Accountant Console. You can access this enhanced workflow by visiting Staff in the main menu. This updated experience allows console admins to efficiently add staff members and grant them access to multiple clients and roles across BILL AP & AR and Spend & Expense.
Read about the new experience.
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Get ready to improve productivity and speed up your workflow with the new Tasks page in the BILL Accountant Console. The new page lists to-do’s and tasks across all your clients. You can view and sort tasks and each task is linked to the client account for easy access.
When creating a new mileage reimbursement request via Google Maps, you can select a checkbox stating the route was a round trip, doubling the distance to reflect the mileage accurately.
On web, you can now create a new reimbursement by copying an existing one—there's no need to start from scratch every time. All fields will be auto-populated with the copied reimbursement inputs, except for the transaction date and receipt.
The travel rewards redemption page now shows the dollar amount of your TravelPerk transactions that are eligible for redemption. Easily input the amount you'd like reimbursed without any manual calculations.
Redeem rewards points for reimbursement of travel purchased through companies outside of TravelPerk. Transactions will count as non-partner travel spend.
Coding multiple transactions can take a long time. Spenders are often confused about which category to select, and sometimes, they don't categorize the transaction at all, making month-end reconciliation more challenging.
Now, when a spender makes a purchase on their BILL Divvy Card powered by Visa,* AI can automatically fill in the Category and Expense Category fields based on where the purchase occurred. This setting is now the default and can be toggled on and off in your company transaction settings.
You can manually connect your bank account more quickly and easily and have our system automatically verify it. This will reduce the chances of human error, increase security, and allow your bank account to be verified almost instantly rather than taking 2–4 days.
*The BILL Divvy Card is issued by Cross River Bank, member FDIC, and is not a deposit product.
BILL Cash Flow Forecasting is a powerful tool to help you take control of your business's financial future. It’s designed to provide you with a clear picture of your cash flow, enabling you to make more informed decisions.
To use BILL Cash Flow Forecasting, you need to be on a Teams, Corporate, or Enterprise plan, and have an active sync setup with QuickBooks Online.
Leverage your historical accounting data to quickly generate cash flow forecasts. Look ahead up to 13 months.
Access cash flow dashboards with metrics including Cash In and Cash Out, Net Cash Flow, and Cash Balance through a direct sync to QuickBooks Online.
Align dashboards with how you manage your fiscal year using monthly, quarterly, or annual views. Create as many charts as you like.
Ready to get started with BILL Cash Flow Forecasting? Login to your BILL account, and select the Insights & Forecasting tab in the top-navigation. Then, click Cash Flow Forecasting in the left-nav.
You'll first need to connect your QuickBooks Online account. Once you have that set up, you can establish user roles and permissions, and see charts populated with data from your QuickBooks Online account.
Want more info? Check out our help articles for more details:
Try a demo of BILL Accounts Payable today.
BILL Insights is a new feature included with any BILL Accounts Payable plan. It includes 7 out-of-the-box dashboards that aggregate your past AP transactions and give you visibility into opportunities to optimize your business.
Easy-to-digest dashboards showcase financial metrics such as top vendors by amount paid, average days to pay, aging summary, and more.
Uncover trends and opportunities to redirect your business resources. Identify opportunities to renegotiate payment terms, spot unusual spikes in bill amounts, and identify ways to speed up your AP payment process.
Ready to use BILL Insights? There’s no set up required. Just log in to BILL, select the Insights & Forecasting tab in the top-navigation, and click Payables Insights in the left-nav.
Looking for more info? Check out these help center resources:
Many of our BILL Spend & Expense admins asked for a way to pause spending for users who were taking too long to complete their transactions. If you’ve ever been stuck waiting on someone to choose expense categories or upload receipts, you know how that can gum up the works.
We’re thrilled to announce that admins now have a way to “freeze” spending for these users until all their transactions are up to date. Simply restrict their user permissions within BILL Spend & Expense.
This can be especially handy if you need to make sure an employee completes their transactions before they spend more on their BILL Divvy Card.*
When you restrict a user’s account, the user will be notified of this action via push notification on the mobile app. A banner will also be present in both the web and mobile app letting them know their account has been restricted until an admin restores their permissions.
While their account is restricted, that user will no longer be able to:
However, they will still be able to perform the following essential tasks to address their incomplete transactions:
To learn how to restrict or restore user permissions, check out this help article.
*Card issued by Cross River Bank, Member FDIC.
The BILL Spend & Expense home screen changes based on role.
The new home screen will also help mobile users get up and running with their BILL Divvy Cards powered by Visa,* giving the status of physical cards more real estate. Whether a card needs to be ordered, is on its way, or is waiting to be activated, you’ll get a clear heads-up for a smooth, easy process.
Need to cancel a dispute? Now you can take care of it right from the app — simply select the disputed transaction from the transactions page. Tap the three-dot menu and select Cancel dispute.
Admins can cancel disputes for any transactions. Members can cancel disputes for their own transactions, and Budget Owners can take care of any transactions in the budgets they own.
Occasionally, users are blocked from spending because their date of birth hasn’t been added to their account yet. The web version of the app now notifies the Admin when this happens and makes it easy to update the cardholder’s information.
When shipping physical cards by Fedex, the mobile app now includes a delivery tracker (previously available only on the web), sending push notifications that tell you where your card shipment is in transit.
Only available on BILL Divvy Cards with Visa.
iPhone users can now easily add BILL Divvy cards directly to Apple Wallet with a tap, right from the BILL Spend & Expense mobile app. Card information is prefilled to make the process fast and easy.
Only available on BILL Divvy Cards with Visa.
*Card issued by Cross River Bank, Member FDIC.
BILL Spend & Expense now has a Human Resource Information System (HRIS) integration to simplify employee onboarding and management like never before. You no longer need to manually enter employee information or deal with the hassle of spreadsheet templates and profile deletions.
Say hello to a seamless user management experience. Our HRIS integration is compatible with 70+ leading HR systems, including BambooHR, Workday, ADP, UKG, Rippling, and more. Easily import employees from your HR software directly into BILL Spend & Expense with just a few clicks. No redundant data entry or templates to deal with—it's quick and efficient.
After importing employees into BILL Spend & Expense, send invitations to create an account and receive their card. It's hassle-free and ensures employees can quickly start using BILL for business expenses.
Update employee information or remove employees with just a few clicks to keep your employee list up-to-date and accurate. This minimizes the risks associated with account access for terminated employees, ensuring only active employees can access BILL.
Ready to simplify your employee management with the new HR integration? Check out our help articles for detailed instructions on how to set it up.
We’re excited to announce a series of updates that make it easier to manage accounts payable workflows for contractors you do business with. We’re rolling these updates out over the next few months, so if you don’t see them in your account today, stay tuned!
A new W-9 upload process helps speed up W-9 data collection and reduce errors from manual data entry. Simply upload a W-9 for a 1099 contractor and BILL’s artificial intelligence (AI) will get to work extracting data and adding it to the vendor’s record. You still maintain complete control—just review, add info, make edits if needed, and save.
BILL Accounts Payable customers can also request W-9 forms directly from contractors. A new option in the tax info tab (accessed from the vendor profile) provides the ability to request the form from users on BILL's free subscription plan, as well as vendors not yet connected to the BILL network.
The new tax info tab, accessed from your vendor’s profile, lets you view information for a 1099 contractor from a single screen. Quickly view whether or not a W-9 has been uploaded to BILL, past W-9 forms, the contractor's preferred payment method, and more.
Easily check and verify W-9 status for contractors so you can make payments with confidence. BILL will even flag if a 1099 contractor is missing a W-9.
To learn more about these updates and how to take advantage of them, read the Help Center article.
We’ve listened carefully to your feedback and are excited to announce that we've updated the Create a new budget experience in BILL Spend & Expense to be even more seamless. This flow now includes four options to set spending limits—with or without buffers—to give your business the flexibility it needs.
When setting up a budget, select a target spending limit. Consider this an estimated maximum and know you can make adjustments later if needed.
Next—and most importantly—choose what happens when you reach your target. Here's where new flexibility comes into play and your four new options come in.
This option is best for a budget that needs to adhere strictly to an amount and avoiding overspending is the primary goal. With this option, budget owners can only assign funds less than or equal to the target spending limit.
If you select Decline charges, once you meet the budget's total—that's it. All members and their cards tied to this budget will decline until more funds are added. Or, if it's a recurring budget, until funds are reset for the period. Though no overspending can happen, you'll still be notified once this total is reached.
This option is best for someone who wants some control over spend but also some allowance for going over budget when encountering unexpected or varying costs and doesn't want their card to be declined. This is also a great option for those who need flexibility into how much can be assigned to budget memebrs to avoid unwanted declines.
If you select Allow overspend, to an extent, spending from the budget will be allowed to surpass the total for the budget—but only by the set buffer. You'll be notified when the budget total is reached and when the buffer has been depleted and spending is locked.
This is often the preferred option for advertising spend, travel, or supporting an executive team.
If you select Allow overspend, spend from the budget will be allowed to surpass the total for the budget without a buffer, but you'll be notified once this total is reached to maintain visibility. Enjoy uninterrupted spend and avoid declines due to budget amount restrictions.
Want to use your BILL Divvy Card powered by Visa* more like a traditional credit card? Now, you have the option to do so. Where it says Set a target for this budget, simply select No to forgo target spending limits altogether and only get declines when you reach your credit limit.
On top of adding more flexibility with target spend limits, we've also carefully redesigned the budgets page.
Easily find your most relevant information with the option to drill down further into the details. Enjoy more functionality to make managing your financial controls even more straightforward.
Here are the highlights:
Admins can now turn on shared funds for specific people—including the budget owner. When creating a budget, admins will have two options: to allow full access to funds for some members or not to share full access with anyone.
Full access to a budget’s funds means a member can spend the entire budget. This is great if you want certain people to be able to spend up to the budget limit.
Not allowing full access to funds lets you decide precisely how much each budget member can spend. For example, if you set a budget for $1,000 and give a budget member $100, that member will only be able to spend up to that $100.
Want to learn more about shared funds and how they work? Read this article.
*The BILL Divvy Card is issued by Cross River Bank, Member FDIC, and is not a deposit product.
Policies within BILL Spend & Expense are a set of requirements or controls you can apply at the budget level. We're excited to roll out changes that make policies more accessible, manageable, and visible. You can now customize policies based on:
But that's not all. We've made additional updates based on your feedback along with these customizations. Here's what else is new:
Learn more about creating a policy and applying it to a budget.
We’re thrilled to launch groups to help you manage multiple budgets and easily stay organized—even when handling a high volume of spend across the company. We’re also excited to introduce group owners to enable you to delegate budget management responsibilities while staying in control.
How do groups and group owners help you stay organized and delegate? Here’s an overview.
You can organize multiple budgets with the same settings with the new group owner user role. Within a parent group, owners can establish budget subgroups based on business needs and maintain visibility across the company.
For example, creating a marketing group would enable that team to establish budgets for various spending categories like travel, advertising, video resources, etc. This would empower the head of marketing to manage those budgets with a set group limit and not have to continually go back to finance each time they needed to create a new budget.
Groups also enable admins to maintain control without micromanaging spend budget by budget. Assign a spending amount for a group owner to manage across budgets. Group owners can manage budgets—including creating budgets, setting budget limits, adding and removing budget members, and creating vendor cards—without exceeding the original specified limit set by the admin.
If you don’t want group owners to be able to create budgets and edit budget limits, but still want them to act like traditional budget owners within the budgets of the group, you can edit their capabilities to match your needs.
Here are a few tips to make managing groups easier.
Want to dive deeper into groups? Check out this article.
Confidently automate your financial operations with simple integration into your tech stack. One login, an aggregated cash flow task list, and automatic sync with leading accounting software.
Here are 3 ways the BILL Financial Operations Platform can help you Save time and gain full control over your financial operations”
Use BILL Accounts Payable, BILL Accounts Receivable, and BILL Spend & Expense? Enjoy a streamlined sync experience from inside BILL Accounts Payable.
When you create a BILL Spend & Expense account inside BILL Accounts Payable, we'll verify it's connected to QuickBooks Online. Take advantage of preset sync settings for vendors, auto sync, older transactions, and billables.
Use Sage Intacct? Leverage a streamlined sync of payables, receivables, spend, and expense.
When you create a BILL Spend & Expense account inside BILL Accounts Payable, we'll verify it's connected to Sage Intacct. Take advantage of preset sync settings for vendors, auto sync, older transactions, and billables.
Creating a new invoice is now even faster and easier with BILL. Send electronic invoices and access recurring invoices, automatic payment reminders, automatic overdue notices, electronic payments through ACH, and more.
Previously, you had to delete and create new vendor cards when the cardholder of specific vendor cards left a company. Now, admins can transfer virtual card ownership from one cardholder to another in seconds. You must sign a new terms and conditions contract to use this feature. Learn more.
When an admin selects the option for a user to order their first physical card themselves, this task will show up on the user's task list on web and mobile.
The new recurring bills template is now located directly in the bill creation workflow. Leverage AI to autofill bill details with greater accuracy, save time on setup, and reduce manual errors.
Choose how often a bill repeats, when to create it, the end date, and if you'd like to use auto-pay. Add documents, notes, separate amount field, and expense and item table. Edit or cancel the next recurring bill at any time.
For customers syncing with QuickBooks Online and customers that are manually importing vendors via .CSV file, BILL can now identify and auto-connect network vendors when you sync your accounting software or import vendors manually.
Based on your feedback, we’ve updated the information displayed for vendor details in the BILL Vendor Network. With connected vendors, you’ll now quickly be able to find their business email address, phone number, logo, and tax ID.
Employees can now request funds and reimbursement all at once—eliminating the need to request funds before submitting a reimbursement request. Admins can then approve submissions in one step, allowing everyone to work more quickly.
BILL Spend & Expense uses MX to make connecting your personal bank account for reimbursements easy and secure. Previously, you had to enter your bank account manually. Now, turn on ACH reimbursements and use the MX module to connect your account securely.
To increase your account security, only users with bank account authorization can set up autopay for recurring bills. Users without bank account authorization can modify recurring bill templates if they have permission to edit bills in BILL.
If a user without bank account authorization changes a recurring bill template, autopay will pause and an authorized bank account user will need to reactivate it. BILL will automatically email the person who set up autopay, notifying them to log in to reactivate. If the user who set up autopay is no longer active, an email will be sent to all authorized users of the bank account on autopay.
Based on your feedback, we've added inbox sorting and filtering options to help you find what you need more quickly. Use the dropdown to sort documents by newest or oldest, the numbered footer to navigate pages quickly, and Select all to handle more tasks with fewer clicks.
Note: When using Select all, only documents on the current page will be selected.
We’ve reduced the steps needed to approve and pay a bill so you can get some time back. Now, if you're the last approver and have permission to make payments in BILL, you can select Approve and Pay to go directly to the payment details page. Learn more about approving bills.
Quickly view your entire note history so you can review previous notes, leave a new note, and tag others to resolve issues if needed.
Now, if an approver denies a bill, you can view the reason. Whether it's a duplicate bill, data entry error, or incorrect approver, you'll have more clarity on steps to resolve the issue. Learn more about approving and denying bills.
BILL now provides specific error messages for each failed payment when paying multiple bills at once. This makes it easier to understand why a payment resulted in an error and fix issues blocking them. For combined payments (those that include multiple bills), view all error messages related to it in one row.
When submitting mileage reimbursement requests, employees can enter their start and end destination along with any stops made. BILL Spend & Expense––using Google Maps––will automatically calculate the distance and the reimbursement amount.
You also have the flexibility to manually add a reimbursement by simply adding miles driven, entering other information, or attaching a receipt.
Filter your transactions table to only show transactions with receipts auto-validated via OCR (they have a green lightning bolt). This makes it easy for approvers to select and approve transactions with greater confidence.
We added the ability for admins to download monthly account statements as CSVs, XLSX files, and PDFs. Need to reconcile statements in spreadsheet format? You can save time by downloading CSV or XLSX files and working directly on the spreadsheet.
On mobile, virtual cards are automatically created as soon as funds are available. Now, we’ve brought that experience to the web. No matter where you log on, you’ll always have a virtual card ready as long as you have funds assigned.
Accidentally delete a virtual card? You now have 72 hours to undo that action. Just go to the Deleted Cards page, choose the card you’d like to reactivate, and select Reactivate card.
Before, you could only forward receipts to auto-categorize transactions via the email they used to log into BILL Spend & Expense. Now users can add a receipt email to their account to forward receipts for added flexibility. Go to Profile>Options>EditAccount >Add your Receipt Email to activate this feature.
You can now edit your virtual member cards' names, custom fields, and notes. Note: only the cardholder can edit the details of their own member card.
Admins now have the option when adding a person to BILL Spend & Expense to allow them to order their own card. Save time and make it easier for cardholders to track their card orders.
Sage Intacct customers can sync split transactions. A split transaction now syncs into Sage Intacct as two lines in the same transaction.
Get more control over which transactions sync to QuickBooks Desktop. You can also now turn off auto-sync from the integrations page.
Enjoy more control during your expense approval process and get more customizable reporting. You can now toggle on and off transaction link sync or swap the transaction link placement between the memo fields at the header or line level.
Users can now sync documents from BILL to QuickBooks Online. When document sync is enabled, documents attached to saved bills will sync to the associated bills.
NetSuite customers can now clear sync errors in bulk.
Invoices are now automatically created and attached to payments received by customers. Invoices are created only for customers utilizing our Accounts Receivable product, who don't sync to an accounting software.
Get paid on time, every time. You or your customer can set auto charge up on your recurring invoices so you have peace of mind that your payments will go through on time.
Seamlessly pay vendors in more than 130 countries using Visa, Mastercard and Discover. Earn more card rewards and enjoy more flexibility and control over cash flow.
Set a preferred card for faster bill pay. Pay By Card allows you to set any card on file as your default payment method, making bill payments faster and more convenient.
Try filtering by vendor on the Payments Out grid to find the information you’re looking for faster.
Based on your feedback, we made some changes to help reduce credit memo duplication for BILL AR customers. Now, if a vendor credit is created by a BILL AP customer that is paying a BILL AR customer, that vendor credit will not sync over our network to the AR customer. This will prevent the credit from being duplicated, as the BILL AR customer may have already created a credit memo in BILL or synced it to BILL via their accounting software.
Get paid within minutes with Instant Transfer.
Quickly set up your vendors in BILL with just 3 simple steps.
Control whether or not smart data approvers are added to a bill. Learn more about custom approvals and policies.
Earn rewards and easily bulk-pay your bills using Pay By Card. Learn more about Pay By Card.
Snap a picture of your bill to pay a vendor and our AI will pre-populate payment and vendor information so you can pay vendors in seconds.
BILL AP and AR customers can access live phone and chat support from a BILL customer advocate. Learn more.
Easily check sync status and clear sync conflicts in bulk.
Utilize up to six user-defined dimensions that sync from Sage Intacct to BILL. Learn more.
Increase security and control by requiring two people to approve an action. Learn more by watching the video below.
Specify approvers and timing to reduce potential fraud and maintain separation of duties.