September 2012 Release Notes
Put a face to the name
Picture yourself … and everyone else at your company who uses Bill.com to pay bills and invoice customers: load photos into Bill.com. See who approves bills. Show your face to customers when they sign in to pay you, and when they send notes about their invoices.
Lend a friendly, human touch to your payables and receivables.
Bills you pay without using Bill.com - Keeping track
That’s OK, we understand: you don’t pay all your bills with Bill.com (yet). Until that happens, how do you keep track of those bills in Bill.com?
As you might already know, you’ve always been able to keep track of them in Bill.com. We’ve just made it a bit more obvious.
Maybe you pay a few bills by printing checks through your accounting software. Or you pay by credit card or write a check by hand, and you merely want to mark a bill as “paid”. Now it’s easier to keep track in Bill.com, because we use the same language as you.
Bills to pay, but someone doesn’t yet have permission
At times, someone other than you might need to pay the bills. If you’ve already given them permission, and they’re set up to pay from the company bank account, that’s great. If not, we’ll lead them through the necessary steps.
Recurring every two years - payables and receivables
Some things happen like clockwork, even if that clock runs very slowly. Do you have certain bills you pay only once every two years? Invoices you send to certain customers only once every two years?
You must, because many of you have asked us to help you keep track of them. We’ve listened: set up these biennial payables and receivables, and we’ll keep track of the slow hands of time.
Receivables - Email attachments with your invoices
You’ve always been able to attach documents to invoices in Bill.com. When you emailed the invoices to your customers, they could see the documents by logging in to the website where they pay you.
Now we’ve made it easier for everyone, allowing you to attach documents directly to the invoice email. Customers no longer need to log in to see the attached documents: they’re in the email. Send documents you’ve already attached to the invoice, or attach other documents (from your computer or your Bill.com Inbox).
It’s just another way we’re helping you do everything just a little bit easier, and a lot faster. You look good to your customers. And by giving your customers easy access to every little thing they need to know about their invoices, you’re likely to get paid a lot faster.
Receivables - Broadcast messages to customers
You’ve got something to say, and you need to say it to more than one customer. We hear you, and so will they:
- Small businesses - communicate billing changes to a specific group of customers
- Non-profits - solicit donations from a targeted group of prospects
- Accountants - invite select clients to cloud-based billing and explain the benefits
Craft a single message. Send it to many customers: you pick and choose. All from the comfort and convenience of your Bill.com account.
Sync your teeth (and your accounting) into Bill.com
The fastest and most productive way to get started with Bill.com is to get (sync) everything you need from your accounting software, right off the bat. All your vendors, customers, products, and details will be at your Bill.com fingertips. Syncing also sends all your Bill.com payables and receivables transactions back to your accounting software, efficiently keeping your accounting up-to-date.
Because sync is crucial to saving you time, we’re constantly making improvements. Here’s what we’ve done for you and your accounting software lately:
- QuickBooks for Windows: simplified first-time sync, streamlined on-going sync for fewer errors
- QuickBooks Online: simplified first-time sync, streamlined on-going sync for fewer errors
- Intacct: streamlined on-going sync for fewer errors
- Peachtree/Sage 50: we sync with the 2013 version
Work fast, stay productive, be efficient: stay in sync.
Excel at reporting
We’ve updated these reports for easier export to Excel:
- Unpaid Bills
- Funds Transfer for Bill.com Payments
- Funds Transfer for ePayments Received
- Open Invoices
Don’t call us, we’ll call you!
Prefer to speak with Customer Support by phone when you have a question? But hate having to call and leave a voicemail? We hear you.
Click Support at the bottom of any page and tell us what’s got you stumped. Customer Support will call you back within the hour to answer your question.
Feedback - What if …?
Ever been paying bills with Bill.com and thought to yourself, “This would work better for me if …?” But you’re busy and don’t have time to contact us about every little thing.
Well, we want to know about every little thing, so we’ve put a Feedback tab on every little page. Whether it’s paying bills, invoicing customers, or tracking your cash flow, let us know how we can make things a little easier/better/faster for you.
Don’t be shy! When inspiration, frustration, or jubilation strikes, just click-and-tell. A little feedback goes a long way.
Want to learn more?
Download theSeptember Release Powerpoint, watch the Release Webinar replay or visit answers.bill.com