Bill.com November Product Release
Receive thanks from any key vendor – mail separate checks
Schedule a lot of payments by check
to the same vendor? If you schedule them for the same day, we’ve always
combined the payments and mailed one check to your vendor.
But sometimes you want to mail
separate checks. Maybe you need a separate check for a tax payment. Or you (and
your vendor) like the simplicity of reconciling specific bills with specific
checks. Whatever the reason, we now give you a choice: make specific payments
on separate checks, or combine payments onto one check.
What
about the email that went to the vendor for each payment? If you scheduled a lot of payments for the
same day to the same vendor, they received a lot of email (even though they
received only one check). Now we’ll send one email for each check. So if you
mail separate checks, a vendor still receives separate email confirmations. If
you combine payments onto one check, a vendor gets one email.
Your
vendors will give you thanks.
Do our improved Approvals meet with your approval?
Approve bills. Easier. Faster. Simpler. Cleaner.
- Add approvers directly to a bill. Previously, you had
to step through several pages. Now it’s easier. - Click Approve (instead of My Bills) on the Payables
tab. We’ve renamed My Bills to Approve. With a more obviously intuitive name,
you actually know where to click! Now it’s faster. - Fix denied bills from your To Do list. Customize
specific user roles to resolve bills (and vendor credits) that have been
denied. Previously, if an approver denied a bill you’d entered, the bill
appeared on the Payables tab > My Bills. Now it’s simpler. - Assign one set of approvers to bills that are split.
We’ve removed multiple sets of approvers for split bills. That allowed us to
tidy things up. Now it’s cleaner.
We think you’ll approve.
See the last 5 payments to any vendor
Previously, you had to dig through
each bill to find a specific payment to a vendor. Now, see the last 5 payments
to any particular vendor with no digging whatsoever. So put your shovel away
until you need to clear snow from the driveway.
Send your customers a message right from Bill.com
Have an urgent message for a
customer? What if they have a question for you? Exchange messages directly with
any customer, from your Bill.com account to the customer website where they
sign in to pay you. It’s quick. It’s easy. And best of all, you get a permanent
record of all your exchanges. Keep it all together in your Bill.com account.
Outside these customer
conversations, ever need to jot down something about a customer? Their favorite
product? Their birthday? Their purchasing habits? We’ve moved these notes front
and center. Actually, they’re front and a little off to the right. But they’re
right where you need them.
We’ve copied these note-able improvements to Payables, too, so
it’s easy to store notes about your vendors.
The Bill.com experience – well, that’s obvious
We strive to make your payables and
receivables as obvious as possible. Hopefully our most recent improvements make
the experience so obvious that we don’t even need to explain! But just in case
you forgot how it was in the old days (last week), here are a couple
highlights:
- We’ve cleaned up the
pop up (modal) dialogs, which hold things like your bills and invoices. We’ve
made it clearer to get to them, and easier to get around inside them. - We’ve added some
consistency to links and buttons: links take you to another page, buttons make
something happen.
Why bother? Because when you know
what to expect, you get things done faster. That leaves more time for your
business, and more time for yourself.
Sync with Xero effort
Do your accounting in the cloud with Xero? Paying bills and
invoicing customers just got a lot easier for you, because we now sync with
Xero.
Syncing brings over everything from Xero that you need for your
payables and receivables: vendors, customers, products, and details. Syncing
also sends your Bill.com payables and receivables transcations back to Xero,
efficiently keeping your accounting up-to-date.
Keep using Xero for all your accounting, and Bill.com to pay
bills and invoice customers. We’ll keep everything in sync. In the cloud.
