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How-to: Connect to Bill.com
There are two types of Bill.com integrations, a two-way integration between Bill.com and Expensify and a three-way integration between Bill.com, Expensify, and your accounting integration.
Connecting to Bill.com without a direct accounting integration
If you are not connecting to a direct accounting integration you can go ahead and connect directly to Bill.com. This version of the integration allows employee expense reports to be submitted directly to Bill.com.
To create the connection, follow these steps:
- Go to the Connections section of your policy settings by navigating to Settings > Policies > Group >[Policy name] > Connections and choosing Connect to Bill.com.
- Generate your username and token following the steps that appear on the page (highlighted in yellow). If you have difficulty opening https://app.bill.com/SyncUser URL, you can navigate in Bill.com to Settings > Apps > Tokens instead. The username field is the name you give the token, not your Bill.com login.
- Go back to Expensify and enter the Username (the name of the token) and the Token, click Send.
All employee expense reports on this policy will now be submitted to this Bill.com email address and closed in Expensify. This version of the Bill.com integration does not allow an approval workflow in Expensify. There is a workaround available in the Related Articles section below.
Connecting to Bill.com with a direct accounting integration
If you use both Bill.com and a direct accounting integration (QuickBooks Online, Xero, NetSuite, or Sage Intacct), you can create a three-way integration. Take a look at the How-to: 3-way connection with Bill.com and QBO, Sage Intacct, Xero, NetSuite article for a step-by-step breakdown of how to set up the connection.
Employees can either manually submit or allow scheduled submit to send their reports to Bill.com
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, shown by the icon to the right of the report.