Xero customers now benefit from a full card transaction sync with BILL Spend & Expense! Streamline your reconciliation and month-end close process by automatically syncing all your expense transaction data into Xero.
With this release, Xero customers using BILL Spend & Expense get all the benefits of a true automated sync: greater efficiency and time savings, elimination of double entry and manual exports and uploads, and the confidence that all of your expenses match your pre-defined chart of accounts in Xero. This sync is available at no additional cost for our Xero customers.
Learn more here.
BILL Spend & Expense customers using Oracle NetSuite enjoy greater flexibility and control with the ability to customize the posting date on card transactions prior to syncing with your accounting software. Select between the transaction date when the card was used, or the cleared date when it was posted.
BILL Spend & Expense customers using Oracle NetSuite or Xero now have the ability to sync their card transactions to a single “generic” vendor. This is important because NetSuite and Xero both require a vendor with every transaction, but you may not want new vendors being created in your accounting software with each new synced transaction.
Now with this release, you can simply navigate to your integration settings and enable this feature to sync all transactions to a single “generic” vendor of your creation, giving you greater flexibility in how your transactions sync.
Sync Assist is an AI-powered guide that helps users self-solve sync issues through clear, actionable resolution guidance. Sync Assist creates a more seamless sync experience by empowering users to quickly resolve any sync issues without having to leave the BILL platform.
Using Sync Assist is simple. If you encounter a sync issue, select “Sync Assist,” then select the “How do I fix this?” button. Sync Assist will then automatically scan and synthesize help articles and provide a clear recommendation for resolving the issue (and will link you to all the articles it used to find the answer!).
Sync Assist is now live for all QuickBooks Online and Xero customers.
QuickBooks Online and Sage Intacct customers can sync documents attached to saved bills. Enjoy two-way sync with QuickBooks Online and one-way sync from Sage Intacct into BILL.
To enable, simply select “sync documents” from your sync settings. For more information on how to set up and use document sync, please visit the following:
Sage Intacct document sync FAQ
QuickBooks Online document sync FAQ