You can choose whether you'd like to see your daily summary of transactions from your bank account in a combined view or individually.
- Select Settings in your Bill.com account.
- We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. Please follow the steps that match what your Settings page looks like.
Select Bank Accounts under Your Company if your Settings page looks like this:
Select Bank Accounts under Bank & Payment Accounts if your Settings page looks like this:
- Select the edit icon.
- Select your bank statement preference for payables and receivables.
- Select Save.
The change will take effect the next business day.
Note: By separating debits/credits to your bank, you'll no longer use a Bill.com Money Out/Money In clearing account.