Collaborate with your co-workers quickly and easily. Have a question about a specific bill, invoice, vendor credit, or credit memo, or about one of your customers or vendors? Tag a user from your Bill.com account in a note, and send them an email notification, by typing @ followed by their name.
How to Tag Users
- Open the customer, vendor, bill, invoice, vendor credit, or credit memo where you'd like to leave a note.
- Enter your note in the Notes section. Tag a user by typing @ followed by their name.
- As you type, all matching users will appear in a drop-down menu. Simply keep typing to complete the user name, or select the correct user from the menu.
- When responding to a note someone has tagged you in, make sure to tag back the sender, so they know you've responded.