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No problem! Watch the recording here: May 2016 Release Webinar
Bill.com Mobile app
Our award-winning mobile app has some great new features coming in mid-May. You'll be able to add bills with your phone’s camera (or upload an existing photo), edit, and then route for approval. You can also access all vendor and customer information and view detailed payment tracking timelines for bill payments.
Note: These features will be available for iOS in mid-May. Keep an eye out for announcements about the corresponding Android release date.
User Experience Improvements and Requested Feature Enhancements
Next Generation Inbox
Some exciting new changes are coming to the Bill.com Inbox! We’ve used a modern design and new technologies to make an Inbox that’s easier and more intuitive to use. It’s less cluttered, with larger preview images of documents.
This will be a phased release, so you may not see it right away. Keep an eye out for the “Try the new Inbox” button, so you can try it as soon as it’s available!
Auto Bill Entry by CloudFactory
Many of you already use our existing Data Entry Service, and we think you’ll love what’s coming next! CloudFactory, a third-party provider, processes documents from your Bill.com Inbox, entering them as bills for you to review in just 1 business day, for just $0.50 per bill. Auto Bill Entry by CloudFactory is easy to enable, gives you a great deal of control, and is easy to turn off at any time (but we don’t think you’ll want to!). This will also be a phased release; it will be available at the same time as the Next Generation Inbox.
Multiple Default Approvers
This is a feature that’s been requested often, and we’re happy to be able to finally bring it to you! You may want to have approvers automatically added to each bill, but not be locked into an approver policy with required approvers. Now you can specify up to 3 default approvers for bills (including recurring bills), and vendor credits. They’ll show up as suggestions, which can be changed or removed prior to saving the bill.
Receivables: Control which invoices are paid using Auto Pay
Here’s another commonly-requested feature. Having customers on Auto Pay is great—you get paid on time, every time. But sometimes, an Auto Pay customer might have a one-off invoice that shouldn’t be paid automatically. Now you can choose whether an invoice should be auto-paid or not, on a per-invoice basis. You’ll see the option when creating a new invoice, or when editing an existing one.
Our new integration with Salesforce.com allows you to quickly and easily invoice your customers from closed won opportunities. All the power of Bill.com receivables—email and mail invoices, send reminders, and get paid electronically— with no additional manual data entry. The Bill.com integration with Salesforce.com is provided by our partner, OneSaas.
More Network connection and invite opportunities
We’re always looking for new ways to help get you connected with vendors so you can pay them electronically, which saves you money and keeps your vendors happy. In this release, we’ll start displaying opportunities to connect on Vendor Detail pages, and immediately after you add a new bill.
Sync and Import/Export
New Sync Status page (Beta)
We’re doing an overhaul on the sync status page, making it much easier to use. When sync conflicts occur, you’ll now be able to easily see what the conflict is, why it occurred, and how to resolve.
This feature is in beta, and will be released in phases to all Sync 2.0 users on QuickBooks Online, Xero, Intacct, or NetSuite.
Sync 2.0 Update
We’ve made the sync more robust so that if you manage multiple companies/entities in your accounting system, we will prevent you from accidentally syncing to a different company/entity from the same Bill.com account. We’ll show you a warning and put you in touch with Customer Support, so they can help make sure your sync is set up correctly.
Note: This is available for all 2.0 Syncs: QuickBooks Online, Xero, Intacct, and NetSuite.
NetSuite Bundle Updates
Now all NetSuite users on the latest bundle version will have Document Sync available, allowing documents attached to NetSuite bills to sync into Bill.com in a matter of seconds.
Import / Export
For you Bill.com users who either don’t use an accounting system, or use one we don’t sync with, we’ve made some great changes to make your life easier. We’ve added a bunch of new Dimensions, which allows for more customizable bills and invoices, including custom Vendor/Customer IDs.
And Sage50 users have been requesting this one for a while—you can now create new Items in your Bill.com account, and use them on your Bill.com invoices.