Pro Tips Monday: Using Bill.com

Omar Al-Agely —  February 20, 2012 — Leave a comment

Update: We have actually created a connection with Bill.com that will allow you to submit to Bill.com as part of your policy. Please check out our Submit to Bill.com help page for more info.

Do you or your company use Bill.com? Have you thought about using it but you wanted to make sure that you could integrate your Expensify account with it? Well good news, you can!

If you don’t know about Bill.com – Bill.com is a great platform to streamline and automate vendor bill payment and customer invoicing. To read more about them, visit their site: http://www.bill.com

Once you have created your company specific Bill.com email address, you will then use that to send your company’s expense reports. When a report has been approved and is ready to send, you will use one of our features in the Reports tab, the ‘share with accountant’ button across the top row:

Screen Shot 2013-06-27 at 11.10.43 AM

Once you click that button, you will then see the option to send this report to your @bill.com email address you have already set up.

The ‘share with accountant’ button will remember the last email address that you used for each policy. So if you have multiple policies, you will only have to enter the email address for each policy once.

If you have any questions, please do not hesitate to email Help@expensify.com, tweet at us: @Expensify or just send us a smoke signal.


Omar Al-Agely

Posts

When we long for life without difficulties, remind us that oaks grow strong in contrary winds and diamonds are made under pressure.

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