Great news for those of you in the middle sliver of the Expensify and Bill.com venn diagram! You can now have your employee’s expense reports submitted directly to Bill.com if you are on our Team or Corporate plan.
Create the Bill.com Connection
Go to the Connections section of your policy settings (Settings > Policies > [Policy Name] > Connections) and choose “Connect to Bill.com”. Then enter your company’s Bill.com email address and click “update”.
All employee expense reports on this policy will now be submitted to this Bill.com email address.
When employees click “submit”, they will see the Bill.com email address listed. This field is non-editable.
Once the report is submitted, a PDF copy will be placed in the company Bill.com account. The report will then be put in the “closed” state in Expensify and the report will be marked as exported to Bill.com. If you have any questions about this, contact us at firstname.lastname@example.org and we’ll get you sorted.