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Answers.Bill.com: Top Tip – Storing Credit Card Receipts in Bill.com

June 1, 2012

How should I record credit card receipts I send to Bill.com?

  1. Send your credit card receipt to your Bill.com Inbox. Then click on the receipt thumbnail and process them as if they were bills. Note: you can use the notes to payer and approvers field to alert the payer to use the Record as Paid function for these receipts (or you can record it yourself after entering the receipt information).
  2. Once the bill has been entered, on the Pay Bills page, select the outstanding bills you recorded and click “Record as Paid”.
  3. Then select the corresponding Credit Card account (the account type must be “Credit Card”), select “Enter check or ref#” and click Save.
  4. Next time you sync, these credit card transactions will be posted directly into Credit Card accounts in your accounting software.
  5. When you receive the credit card bill, you can also enter it into Bill.com so you can pay it via Bill.com. However, instead of adding each expense account in the bill, you should assign the bill expense to the Credit Card account (same used when recording the receipts).
  6. Then you can pay this bill via Bill.com (you can easily set up ePayments with credit card providers since they are available in the Bill.com electronic payments directory). Next time you sync, it will update your credit card account balance accordingly.
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2 Comments
  1. Thanks for the guidance. I think those who don’t about this process will fin this guidance useful.

  2. Great Site..)) Keep posting. One of the genuine information on this portal. Thank you very much for sharing with us this article.

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