Managing and Viewing documents

Documents sent or uploaded to the Bill.com 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
      2. Under Accounting, click Chart of Accounts
      3. Click the account name
      4. Hover over Details and select Documents
      5. Click Attach a Document
    • 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 Documents tab
      4. Click +Documents 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

attach document gif - NEO


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
  • It is not possible to append these file types to anything other than a PDF (i.e. .txt to .txt)