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Sync only Approved Bills and Vendor Credits

If you are using any of our 2.0 syncs (QuickBooks Online, Xero, Intacct, or NetSuite), you have the option to sync only bills and vendor credits that have been approved using Bill.com approvals. 

Below is a table showing how approval status will affect the sync when you have this option enabled. 

 

Bill or Vendor Credit Status Will it sync?
Unassigned

No

Assigned

No
Approving

No

Denied

No

Approved

Yes

 

IMPORTANT

Please be sure you want to enable this setting before you do so. Once this setting is turned on, it cannot be turned off again. This setting should ONLY be enabled if ALL bills will go through the Bill.com approval workflow.

 

To sync only approved bills/vendor credits:

  1. Hover over the gear icon , and then click Settings
  2. Under Sync, click Preferences
  3. Click edit 
  4. Select Sync Only Approved Bills and Vendor Credits
  5. Click Save

 

 

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Do you use Xero? Want to prevent bills and invoices from syncing to Bill.com unless they've been approved in Xero first? Learn more here: Sync Bills and Invoices Approved in Xero 

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