Adding a user to a bank account

After a bank account is added to a Bill.com account, additional Users can be nominated to use that bank account in Bill.com too. The nomintated User must have the required Pay permissions, set by their Role, assigned prior to being nominated.

Roles with pay permissions include:

  • Payers
  • Administrators
  • Custom roles with at least the Pay approved bills via Bill.com setting enabled

Nominating a User to a bank account in Bill.com

Nominating a User to a bank account - 115005913906

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the Bank Account Number on the account the User will be added to
  4. On the Bank Account page, click Add
  5. Select the user to be nominated for Bill.com payments from the drop-down and click Save

The nominated User will be sent an email requesting they log in to Bill.com and complete their bank authorization setup.

User accepting nomination to use a bank account

Bank Nom - Accept Nom

  1. Click the gear icon
  2. Under Your Company, click Bank Accounts
  3. Click the Bank Account Number with the pending nomination
    • you can also click the pending to do list item "Finish setting up bank account ****XXXX"
  4. Click Details next to the Nominated
  5. Click Complete Setup

The nominated User will be taken through the identity verification process. Once identify verification is complete, the User will have access to that bank account to pay bills and/or receive payments in Bill.com.

Things to know

  • This feature is for advanced (paid monthly subscription) accounts only
  • For basic (subscription free) accounts, each user will need to add a bank account to pay bills
    • The same bank account may be added by more than one User