Managing and Viewing documents

Inbox with preview

Documents can be attached to an Account, Company, Customer, Invoice, Payment Received or Vendor.

There are two paths to follow when associating or viewing previously associated documents. The starting point can be the Bill.com Inbox or the object to which it is being attached.

From the Bill.com Inbox

From the Inbox tab, users can choose to:

  • Click Enter bill to create a new bill with a document(s)

  • Under the more options three dots:

    • Enter vendor credit

    • Payment recieved

    • New document for

      • Company
      • Account
      • Customer
      • Invoice
      • Payment received
      • Vendor
    • Add to existing

      • Bill
      • Vendor credit
      • Vendor document
      • Company document
      • Mark as spam

      Inbox (preview) - Managing documents - process item - NEO

Attach directly to the Object (not from the Bill.com Inbox) OR view previously attached documents

  1. Select the object you wish to attach the document to:

    • Chart of Account

      1. Click the Gear Icon

      Gear Icon - NEO

      1. Under Accounting, click Chart of Accounts

      2. Click the account name

      3. Hover over Details and select Documents

        Manage Documents - Details - Documents - COA - NEO

      4. Click Attach a Document

        Managing documents - Attach document - COA - NEO

    • Company

      1. Click the Gear Icon
      2. Under Your Company, click Profile
      3. Hover over Details and select Documents to view previously attached documents
      4. Click Attach a Document to attach a new document
    • Customer

      1. Click Customers in the left navigation pane
      2. Click the customer name
      3. Click the more options three dots
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Invoice

      1. Click Invoices in the left navigation pane
      2. Click the invoice number
      3. Click the More Actions
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Payment Received

      1. Click Payments in in the left navigation pane
      2. Click the amount
      3. Hover over Details
      4. Hover over Details and select Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Vendors

      1. Click Vendors in the left navigation pane
      2. Click the vendor name
      3. Click the more options three dots
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
  2. Click Browse to upload a file directly from the computer

    • There is an option to re-name the file and add a description

Access to previously associated documents from the Inbox

To access previously associated documents:

  1. Hover over the more options three dots next to the Sort By field on the Inbox page

  2. Click on Document or Folders

    Inbox (preview) - Managing documents - History - NEO

Things to know

  • A document can only be associated with one Account, Company, Customer, Invoice, Payment Received or Vendor
  • If a document needs to be associated in multiple places, it will need to be uploaded separately to each location

Inbox with thumbnail

Documents can be attached to an Account, Company, Customer, Invoice, Payment Received or Vendor.

There are two paths to follow when associating a document. The starting point can be the Bill.com Inbox or the object to which it is being attached.

From the Bill.com Inbox

From the Inbox tab, users can choose to:

  • Click a New Bill to create a new bill with a document(s)

  • Click Review eBill to review and accept an eBill

  • More options are available under the three dots

    Inbox (thumb) - Managing documents - Three Dots - NEO

    • Create A New:
      • Bill
      • Vendor Credit
      • Payment Received
      • Document for:
      • Account
      • Company
      • Customer
      • Invoice
      • Pmt Received
      • Vendor
    • Add to Existing
      • Bill
      • Vendor Credit
      • Vendor Doc
      • Company Doc
      • Other Actions
      • Delete
      • Delete all

    Inbox (thumb) - Managing documents - process item - NEO

Directly to the Object (not from the Bill.com Inbox)

  1. Select the object you wish to attach the document to:
    • Chart of Account
      1. Click the Gear Icon
      2. Under Accounting, click Chart of Accounts
      3. Click the account
      4. Hover over Details and select Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Customer
      1. Click Customers
      2. Click the customer name
      3. Click the more options dots
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Invoice
      1. Click Invoices
      2. Click the invoice number
      3. Click the More Actions
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Payment Received
      1. Click Payments in
      2. Click the amount
      3. Hover over Details
      4. Hover over Details and select Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
    • Vendors
      1. Click Vendors
      2. Click the vendor name
      3. Click the more options dots
      4. Click Documents to view previously attached documents
      5. Click Attach a Document to attach a new document
  2. Click Browse to upload a file directly from the computer
    • There is an option to re-name the file and add a description

To an existing document

A document can be appended to an existing Vendor or Company document from the Inbox.

  1. In Bill.com, click Inbox
  2. Choose the document and click the More Options dots
  3. Under Add to Existing, choose
    • Bill
    • Vendor Credit
    • Vendor Doc
    • Company Doc
  4. Select the Vendor or Company
  5. Click Save

Things to know

  • A document can only be associated with one Account, Company, Customer, Invoice, Payment Received or Vendor
  • If a document needs to be associated in multiple places, it will need to be uploaded separately to each location
  • When adding a document file to an existing document, we only support the appending of emails, .txt files and .pdf files to existing PDF documents
    • It is not possible to append these file types to anything other than a PDF (i.e. .txt to .txt)