BILL Release Notes

Your reports, now faster and easier to find

AP & AR

Finding the right report and pulling exact data just got better. We've redesigned the Reporting section with a cleaner interface, faster performance, and new filtering and sorting options, so you can run reports in fewer clicks.
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What it does

• The redesigned Reporting section gives you more control:

• Find reports in an intuitive interface built around how you work

• Sort reports however you prefer and rearrange to match your workflow

• Filter by vendor, date, account to get exactly what you need

• Export to CSV or Excel

• Generate reports faster with improved performance
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Why it helps

Month-end close and reconciliation are easier when you can get the right report in seconds and filter to exactly what you need. Less time hunting means more time for analysis.
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How it works

When you open Reporting, you'll see the new design. Reports are organized intuitively, and you can drag to rearrange. Click any report to open it and see filter options at the top (available now on select reports, rolling out to all by the end of September). All data is the same, we've just made it easier to find and customize.
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Getting started

There's nothing to set up. Next time you go to Reporting, you'll see the new interface. Check out our help article for a step-by-step walkthrough of new features.

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New in BILL Travel: choose who can and can’t book travel

Spend & Expense

You can now decide exactly which employees can book travel through BILL Travel. Whether you're piloting BILL Travel with a small group or limiting booking to the employees who travel regularly, access is now yours to control.

How it works

Admins and travel managers choose between two options:

• Everyone: All users at your company can book travel.
• Only specific people: Only the people you select can book travel.

To set it up, head to Travel > Travel management > Permissions, select Only specific people, and choose who can book. You must have an Administrator or Travel Manager role to set this up.

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BILL Spend & Expense transaction exports, tailored to your ERP

Spend & Expense

We’ve given the transaction import/export process a major upgrade. Our custom file integration functionality delivers the flexibility and automation you need to bridge the gap between BILL and your business tools—so you can ditch the manual workarounds for good.

Custom file integration is built to move your data with speed and precision:

• Quickly configure, save, and reuse export templates to pull the exact data for your ERP. 
• Cut the busywork by exporting only the data you need, formatted correctly the first time. 
• Schedule automated deliveries via SFTP, email, or in-product download. Your data arrives right where you want it, formatted and ready to go.

 

Because BILL builds and manages our integrations in-house, you get the reliability you expect—at no extra cost. We handle the technical heavy lifting so you can handle business.

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Sync card spend in real-time and be ready for continuous close with BILL + Rillet

Spend & Expense

BILL Spend & Expense integrates directly with Rillet, bringing card spend and reimbursements into your AI-native ledger automatically, without exports or manual cleanup.
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Our spend integration includes:

• One-way transaction sync from BILL Spend & Expense to Rillet
• Spend reimbursement sync from BILL to Rillet
• Two-way vendor sync across both systems
• Inbound custom fields from Rillet for accurate coding
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Alongside a robust AP integration with Rillet, our spend integration capabilities keep all finances flowing though one direct integration so you can keep books aligned and close-ready at any time.

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Review unusual bill amounts before approval

AP & AR

BILL now uses AI to flag bills that look unusually high for a vendor before they move forward, giving your team a chance to catch potential issues early. Instead of finding out later through a payment delay, a hold, or extra cleanup, you get a prompt to review the bill and decide whether it's expected. It's one of the ways BILL's AI works in the background to help protect your business before money moves.
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What it does

When a bill amount falls outside what's typical for a vendor, BILL's AI flags it right in your approvals workflow so approvers can take a closer look before signing off. It helps your team:

• Spot unusual bill amounts earlier in the process
• Confirm when a bill is expected and let it continue
• Deny a bill when something looks off and needs correction
• Avoid preventable delays and cleanup down the line
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Why it helps

Unusual amounts are easy to miss when teams are moving quickly through approvals, and the problem often isn't caught until later, after it's already created rework, delayed a payment, or triggered a downstream review. Flagging these bills earlier helps your team make cleaner approval decisions in the moment, with more confidence and less back-and-forth.
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How it works …

Auto-generated receipts can now include itemized line items

Spend & Expense

When a transaction has a lost or missing receipt, BILL's Transaction Agent is capable of generating one automatically using transaction data. Now, for transactions where BILL receives itemized data from the merchant, that generated receipt includes a full line-item breakdown instead of just the total.
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What’s new

• No change to how generated receipts look or work today. This is additive to the existing experience
• Itemized detail appears automatically wherever line item data is available for the merchant
• No setup required. Coverage depends on which merchants provide itemized data to BILL, and will expand over time.
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This is part of the Transaction Agent, included with BILL Spend & Expense at no additional cost.

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New in BILL Travel: Enforce your policy at booking

Spend & Expense

You can now enforce your company's travel policy directly in the BILL Travel booking flow, helping you keep travel spend on track before the trip even begins. Bon voyage, month-end cleanup.
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Admins choose how to handle out-of-policy bookings:
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Allow out-of-policy bookings: Travelers see a warning when they select a flight or stay that's out of policy, but can still complete the booking.
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Block out-of-policy bookings: Travelers can't complete out-of-policy bookings. Instead, they see which admins to contact to request an exemption.
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If you block bookings, you can grant exemptions to specific travelers from the Exemptions section of the same Approvals tab. Exemptions expire after 7 days or stay active until you remove them, giving you flexibility for executives, frequent flyers, or one-off trips with a legitimate business need.
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This feature is live for all organizations using BILL Travel. To set up your guardrails, head to Travel > Travel management > Approvals.
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Auto-freeze card policy improvements

Spend & Expense

When a card or account is frozen for a missing receipt or transaction detail, BILL now shows exactly why—and what to do about it—right in the product.
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We've improved the experience to include additional description throughout the product about card freezing due to incomplete transactions.
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The policies page, people page, transaction dashboard, and cards page will all have additional description for what's happening, why, and what employees and administrators should expect next.
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This should give you fewer confusing declines and a more clarity around the path for admins, budget owners, and spenders alike.

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New! One email address for multiple entities

AP & AR

Managing AP across multiple entities shouldn't mean juggling multiple inboxes. With the newly updated BILL Multi-Entity, you can now simplify bill intake with one top-level email address and inbox for your parent org—so documents can flow into a single, centralized experience across all your related entities.

BILL Multi-Entity Inbox now lets you:

• Send bills to one parent-level email address for intake across related entities.
• View and manage documents from a centralized inbox instead of bouncing between child orgs.
• Keep clear entity context while processing documents from one place.
• Continue using individual entity-level workflows when needed.

Learn more about Multi-Entity

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Growth, not growing pains: Unified midmarket financial operations

AP & AR

Manual subsidiary tracking. Purchasing blind spots. Disconnected ERP data. 

Cut through the friction with a platform built for scale. BILL unifies how midmarket companies manage payables across entities, purchasing workflows, and integrated systems.

Our recent updates help your organization scale efficiently and stay firmly in control: 
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• Centralized multi-entity bill intake: Manage bills across related entities from a single workspace with a consolidated inbox and top-level email experience.
• 3-way match workflows in BILL Procurement: Enforce strict "no PO, no pay" policies with automated 3-way matching and receiving natively inside BILL—no ERP required.
• Full 2-way PO sync for NetSuite and Acumatica: Seamlessly create, edit, and sync purchase orders between BILL and your ERP to eliminate manual data entry and keep your systems perfectly aligned.
• Advanced integration capabilities: Sync data effortlessly with our new updates for Microsoft Dynamics 365 Business Central, AppFolio export template, and enhanced APIs. Customers who sync BILL with their accounting or ERP systems save over 50 days per year in reconciliation compared to non-BILL users.*
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Connect your workflows and clear the path for your next move. Because manual workarounds shouldn’t stall your momentum.

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*Based on a BILL survey conducted in January 2026.

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BILL platform enhancements

Platform

Precise instruments deserve regular tuning. We've been refining the core BILL experience with a new look, smarter navigation, and workflows that get you on your way even faster.
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Some key changes include:
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A consolidated homepage: A single, action-oriented homepage designed to surface what needs attention across BILL Accounts Payable, BILL Accounts Receivable, and BILL Spend & Expense.

Easier navigation: Accounts Payable, Accounts Receivable, and Spend & Expense are moving from the top nav to a consistent left navigation.

Intuitive actions: In flows like Enter Bill, actions such as Save and Approve are moving from the top of forms to the bottom, where the work naturally ends.

A cleaner look: Improved grids, tags, layouts, and more standardized UI reduce friction and make screens easier to scan and learn.

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Learn more with this clickable demo

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BILL W-9 Agent enhancements

AP & AR

We recently added several enhancements to make the W-9 Agent even more streamlined and save you even more time.
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1. Automatically on: There's no activation step or setup required. The moment a new vendor is added, the agent gets to work. It automatically initiates W-9 collection without anyone having to ask.
2. Auto-approvals: When the agent validates W-9 information with high confidence, it approves the W-9 for you. No manual review. No bottleneck.
3. Full visibility: We've also improved the vendors page so teams have greater visibility and control over the W-9 collection process. You can now filter your full vendor list by W-9 status and take action—requesting or verifying W-9s—directly from that view.
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Lyft receipt integration captures receipts + earns rewards

Spend & Expense

BILL Spend & Expense now integrates with Lyft. Pay for a business ride with your BILL Divvy Card and the receipt appears in BILL and matches to the right transaction automatically.

Set your BILL Divvy Card as the default in your Lyft Work Profile and you earn Lyft cash back on every business ride on top of your regular BILL Divvy card rewards. 

How it works

Set up the integration in your Lyft profile. Click the link below to get started. Then load up your BILL Divvy card, activate receipt forwarding, and your receipts will automatically match and attach to the right transaction in BILL Spend and Expense. 

What you get

• No uploading or forwarding receipts -they match automatically
• 6-8% Lyft cash back + BILL Divvy card rewards on every business ride
• Business and personal charges separated
• Real-time visibility into what your team is spending on Lyft

This is available to any BILL Spend & Expense customer at no additional cost.

Connect Lyft to BILL

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Speed up your cash flow with new BILL Accounts Receivable features

AP & AR

Getting paid shouldn’t mean juggling disconnected tools. Whether you’re collecting a one-off payment or running AR at scale, BILL now delivers a more unified accounts receivable experience.
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With Payment Links and enhanced AR API capabilities working together, you can reduce manual work and unlock more flexible ways to get paid—so funds reach your account faster.
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Here’s what’s new in BILL Accounts Receivable:
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• ‍Payment Links for faster collection
  Send a secure link by email or text so customers can pay via ACH or credit card. No new invoice required.
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• ‍Expanded AR API automation
  Automate invoice updates, authorize and charge ACH payments, and receive real-time payment and invoice events via webhooks.
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• ‍Seamless system integration
  Keep invoices, payments, and statuses aligned across your systems with the new v3 AR API.
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Ready to get started? Access Payment Links from the BILL AP/AR left navigation, or explore the v3 AR API to automate your workflows.

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Keep your books close-ready with BILL + Rillet

AP & AR

High‑growth finance teams need AP and their ERP to move together, not in month‑end batches.
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BILL now integrates with Rillet, the AI‑native ERP, giving finance teams a faster, more reliable way to keep payables and books aligned.
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With BILL + Rillet, you can:
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• Capture, approve, and pay bills in BILL while keeping Rillet’s general ledger up to date.
• Sync vendors, accounts, bills, and payments without manual exports or custom scripts.
• Support multi‑entity structures with a clear, consolidated view of payables.
• Move closer to a continuous, “zero‑day” close.
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By combining BILL’s industry‑leading financial operations platform with Rillet’s AI‑native general ledger, you get efficient payables and real‑time financials, so your team can run lean and move fast—without losing control.
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BILL’s Transaction Agent: AI-powered receipt capture, matching, and transaction coding

Spend & Expense

The Transaction Agent is now available for all BILL Spend & Expense customers. This AI agent works in the background from the moment a card is swiped to capture receipts, matching them to the right transaction, and codes every accounting field.

What the Transaction Agent can do for you:

• Captures receipts automatically 
  • Integrations pull receipts directly into BILL, instantly matching them to the correct transactions.

   

• Generates missing receipts 
  • When a receipt is MIA, the AI agent steps in to create one using transaction data. Admins can also manually generate a receipt for any transaction at any time.
• Codes every field with AI
  • The agent uses merchant data, your company's coding history, and receipt details to automatically fill in transaction fields. It learns from your team's corrections and gets more accurate over time.
• Keeps you in control 
  • Admins choose which fields the agent codes. Every AI action is logged in the transaction drawer with a full audit trail. Users can override any field at any time.

The Transaction Agent is included with BILL Spend & Expense at no additional cost, and enabled by default. Head to your Settings page to configure and connect your integrations, and turn up the dial on touchless transactions.

Watch the video below to see how to customize your Transaction Agent.

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Next stop: Travel that stays in policy

Spend & Expense

Empower your employees to book in-policy trips and track travel expenses without leaving BILL Spend & Expense—cutting time spent on travel workflows by more than 85% and saving our customers an estimated 105,000+ hours each month. All at no additional cost. Zero booking fees or inventory markups.
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A plane flying against a blue sky the word "Travel" in the background and "Touchless transactions are taking off" below.

From booking to reconciliation, BILL Travel keeps every trip connected to your policies, budgets, cards, and reporting—all in one touchless flow. You stay in control while employees book travel in one place.
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With BILL Travel, you can:
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• ‍Set travel policies and budgets in advance. Configure trip policies, travel budgets, and BILL cards so bookings stay within guardrails.**
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• Book flights and hotels in one place. Employees easily find and book in-policy options across 500+ airlines and 1.5 million hotels.
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• ‍Automatically sync payments and receipts. Charges hit BILL cards, and receipts from booking confirmations or email attach directly to the corresponding transactions. Bon voyage, lost receipts and manual uploads.
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BILL Cash Account: ACH deposit details

AP & AR

Use BILL Cash Account’s exposed account and routing numbers to deposit funds from outside-in and receive ACH customer payments directly into your Cash Account.

How it works:

→ Go to **Manage Cash Account
**→ Click **Add Money
**→ Select **Account & routing number
**→ Copy the numbers and use them wherever you set up ACH deposits or receivables.

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Three screes show steps to add money using account and routing number in a BILL Cash Account interface.

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BILL Cash Account integrates seamlessly with your accounting software, so you can manage payables, earn on operating cash, and simplify reconciliation—all in one place, without the hassle of separate systems.

Visit the Cash Account webpage to learn more. Terms and conditions may apply.

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