Enabling accounting preferences

There is a selection of accounting preferences that can be used to manage your Bill.com account:

  • Show Account Numbers
  • Show Vendor Id in Vendor Dropdown
  • Use Departments
  • Use Locations
  • Use Classes
  • Use Jobs
  • Show Company Name in Customer Dropdown
  • Use Dimensions in Payables
  • Use Customers/ Jobs in Payables
  • Use Items in Payables
  • Vendor/ Customer Sequence Id
  • Show Chart of Accounts on Bill and Invoice Items
  • Show GL Posting Date on Bills and Invoices

Enabling accounting preferences

  1. Click the gear icon
  2. Under Accounting, click Preferences
  3. Click Edit
  4. Enable the preference needed NOTE: For Vendor Sequence Id, choose:
    • Use auto-numbering (Intacct and NetSuite only)
    • Enter Id manually
    • Do not use id
  5. Click Save

Things to know

  • The preferences available is determined by the accounting software selected
  • For example, the use of dimension in Payables is only visible for accounts integrated with Intacct

If you do not see the described feature available in Bill.com, you may not have access to the feature based on permissions for your role and/or your plan does not have this feature. If you wish to get access to the feature, please review the available plans for Bill.com and upgrade accordingly or contact the Administrator of your Bill.com account. Changes in monthly user fees may apply.