After you add a verified bank account to your Bill.com account, you can nominate additional users to pay bills from that bank account.
Only users verified on a bank account can nominate other users to use that same bank account. The nominated 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
Jump to:
- Nominate a User to a bank account in Bill.com
- Accept a nomination to use a bank account
- Check if you're authorized on the bank account
- Things to know
Nominate a User to a bank account in Bill.com
- Select Settings
- Select Bank Accounts under Your Company
- Select the Bank Account Number on the account the User will be added to
- Select Add on the Bank Account page
- Select the user to be nominated for Bill.com payments from the drop-down and select Save
The nominated User will be sent an email requesting they log in to Bill.com and complete their bank authorization setup.
Accept a nomination to use a bank account
- Select Settings
- Select Bank Accounts under Your Company
- Select the Bank Account Number with the pending nomination
- you can also select the pending to do list item "Finish setting up bank account ****XXXX"
- Select Details next to the Nominated
- Select 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.
Check if you're authorized on the bank account
- Select Settings
- Select Bank Accounts under Your Company
- Select the Bank Account Number
Under the Authorized User section, you'll see your user name there if you:
- added the bank account
- were nominated by another bank authorized user
You are authorized if you see Verified under Authorization Status next to your name. If you are still in Nominated status, you just need to go through identity verification to become verified.
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
