The settings/gear icon

The settings/gear icon is located in the right corner of many screens in Bill.com.

Note:

• If you've signed up for a subscription-free Bill.com account to only receive payments, the account requires a connection to a customer that uses Bill.com to make a payment to you before you'll be able to access Settings.
  

Find Settings in the mobile app:

1. Log into the Bill.com mobile app
2. From the Homepage, select the Options bars
3. Select Settings
   

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Select Settings to access the Settings page, where you can customize your account preferences, and complete other important tasks.

We're currently rolling out a fresh new look for our Settings page, so you may see one of 2 designs. If your settings page looks different from the image below, select this link: The Settings/gear icon

Note: The options you see on the Settings page will vary based on your account type and user role. If you don't see a setting from the list above, either your user role doesn't have the necessary permissions, or your account type doesn't have the feature.

Jump to:

• Your Account
  • User Settings
• Tools & Workflows
  • Accounting
  • Approvals
  • Import & Export
  • Payables
  • Receivables
  • Sync & Integration
• Company Settings
  • Bank & Payment Accounts
  • Billing & Subscription
  • Company Profile
  • Roles & Permissions

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Your Account

User Settings

• Manage your personal profile
• Edit your email preferences
• Change your password
• Change your security settings, including your 2-Step Verification phone number, and trusted devices

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Tools & Workflows

Accounting

• Manage accounting preferences
• Manage classifications
• Manage your chart of accounts
• Manage items
• Manage payment terms

Approvals

• Manage Approval settings and groups

Import & Export

• Import/Export transactions and list items

Payables

• Manage Payables preferences

Receivables

• Manage Receivables preferences
• Manage invoice auto reminders
• Update your Branded Website Address
• Manage customer credit memo templates
• Manage customer email templates
• Manage customer invoice templates
• Manage your receivables online payment methods

Sync & Integration

• Manage sync preferences
• Manage apps
• Setup your sync, or view the status

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Company Settings

Bank & Payment Accounts

• Manage bank accounts
• Manage card accounts
• Manage your merchant account

Billing & Subscription

• View billing statements
• Update your billing method
• Manage your account features and price plan

Company Profile

• Update your company profile
• Update your Inbox preferences and Inbox email address
• Upload a company logo
• Manage Network Auto-Connection

Roles & Permissions

• Manage users
• Manage roles