BILL Release Notes

AP & AR

BILL now connects purchasing and accounting into a seamless procure-to-pay workflow. By integrating with your existing ERP, this update replaces fragmented tools with unified oversight from request to payment. Data sync and automated matching enable you to manage complex cycles with confidence and efficiency.
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What’s included in this update:

Seamless 2-Way sync: Automatically pull purchase orders from BILL to Quickbooks Online. When invoices arrive, BILL matches them to the PO, ensuring you only pay for what was authorized.
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Risk-free trials: Eligible customers can now activate a BILL Procurement trial directly in-product to test automated approval routing and spend request workflows. Experience the full value of unified spend control for two pay cycles at no cost.
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Start your free trial.

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April 17, 2026

Spend & Expense

We’ve redesigned Policies in BILL Spend & Expense to give you easier and more intuitive control over your company’s spend controls.
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What’s new:

• Organized by purpose: Approvals, receipt rules, and spend limits now live in their own dedicated spaces, rather than being bundled together by budget.
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• Faster updates: Edit rules instantly by navigating directly to the specific control you want to change.
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A seamless transition:

We've automatically moved your existing policies to the new layout. Your unique workflows are perfectly preserved, and we’ve merged duplicate rules (like "receipts always required") into single policies to keep your workspace clean.
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Check out the video below for a detailed explanation of what changed and how. Read this help documentation for even finer detail.

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March 20, 2026

Spend & Expense

The Gmail integration for BILL Spend & Expense automatically pulls emailed receipts from employee inboxes and matches them to cleared card transactions. Now, admins have more control over how that works across their team.
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What's new

Admins can now include or exclude specific employees from the Gmail integration. During setup or anytime after, you can toggle individual users on or off from the Manage email accounts tab. Receipt matching will only run for employees you've chosen to include.
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Why it matters

• Flexibility for your team: Not every employee needs automatic receipt matching. Maybe someone handles sensitive communications, or maybe you want to roll the feature out gradually. Now you can do that.
• Same privacy standards: BILL continues to use read-only access with a narrow search scoped to transaction amount, merchant name, and date. Only relevant receipt data is accessed.
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How to get started

Head to the Integrations page in BILL Spend & Expense. If you've already connected Gmail for business, open the “Manage email accounts” tab to manage your user list. If you haven't connected yet, the how to guide will walk you through it.
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See how it works

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March 10, 2026

AP & AR

“One-click” syncs sound simple enough, but they often fall short when they meet real-world complexity. At BILL, we back up our connectivity with proven integration capabilities that actually handle the heavy lifting—which is why 4 out of 5 of customers who integrate BILL with their ERP see better visibility across their entire AP workflow. 

We’ve enhanced our integrations across deep sync, custom file integration (previously called import/export), and the BILL API Platform. 

2-way integration enhancements

We’ve expanded our deep, 2-way integration capabilities to support higher organizational complexity and reduce manual data reconciliation.

• Acumatica sync: A new integration that keeps accounts payable and spend data automatically aligned between BILL and Acumatica.‍
• QuickBooks Online 2-way PO sync: Purchase orders and bills now sync bi-directionally between systems. Teams can now match POs to bills in either platform, ensuring unbilled quantities are updated accurately without duplicate entry.

Unified custom file integration (CFI)

For businesses that need more flexible ways to manage data, we have unified our file-based integration experience to offer more control over data movement.

• Unified experience: A revamped, single interface for all AP/AR data transfers. Users can now fine-tune exactly which modules and record types (vendors, payments, accounts) to import and export directly in-product. …

Spend & Expense

No more receipt chasing. Tap, done.

Still looking for that $8 coffee receipt from last week? We just made it a whole lot easier. You can now have BILL automatically create and attach receipts for you—no more tracking down vendors or employees. 

How it works

Admins can manually generate a receipt on any transaction within BILL or turn on auto-generated receipts in transaction settings. If itemized data is available from the merchant, BILL attaches an itemized receipt. If not, BILL attaches a non-itemized receipt. 

Why it matters

We built this to solve small challenges that save a big amount of effort.

• Missing receipts: Anyone in finance has felt the pain of chasing a missing receipt. Now, whenever this happens, you can generate one instantly and move on with your day.
• Small, incidental transactions: Chasing a receipt for a $20 lunch isn’t worth you or your employees’ time. The IRS may accept digital receipts for transactions under $75, so generate them automatically and skip the follow‑up.
• Recurring expenses: Logging into Slack or Gmail to download your monthly invoice is time-consuming. Now, you can easily generate a receipt for recurring spend.

 

What to know

• Auto-generated receipts are turned off by default. Activate in Settings > Transactions > Generated Receipts, and choose the threshold amount for BILL to create a receipt when you have a missing receipt. …

AP & AR

The BILL Invoice Coding Agent dynamically codes multi-line bills based on your previous coding behavior, saving time while increasing accuracy. Rather than copying every line item and creating extra cleanup work, it uses historical coding and allocation patterns to deliver cleaner, more accurate bills with less manual effort. 

‍What does the Invoice Coding Agent do?

• The agent reduces the number of steps needed to code an MLI bill by 89% compared to a manual process.*
• The agent extracts and inputs key invoice fields with almost 99% accuracy,** including:
  • Amount 
  • Description 
  • Due Date
  • Invoice Date 
  • Invoice Number 
  • Payment Terms 
  • PO Number 
  • Vendor
• The agent provides line item coding predictions for amounts, descriptions, and six specific coding fields:
  • Chart of Accounts (COA)
  • Accounting Class
  • Department
  • Location
  • Customer
  • Job

What problem does the Invoice Coding Agent solve?

• Entering and coding bills is repetitive, slow, and error-prone. 
• Multi-line bills can take 30+ minutes each, and even pre-filled details require careful review. 
• Choosing the correct GL account, department, class, or location is often complex, creating frequent opportunities for mistakes and downstream accounting issues.

How does the Invoice Coding Agent make intelligent predictions? …

Spend & Expense

We’re excited to release the first batch of international capabilities for BILL Spend & Expense to make it easier to control, track, and spend in foreign currencies.

Here’s what we’ve got for you:
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• Ship cards internationally - Send company cards to employees in the UK, Canada, and Australia for a $50 flat fee per shipment.
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• View spending in foreign currencies on the mobile app - Users can skip the mental math and choose to see their spending in the currency they prefer, including GBP, CAD, EUR, AUD, and 17 more. (See the complete list)
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• Geographical alerts to switch currencies - When you land in a foreign country, your Spend and Expense mobile app will notice and invite you to switch your currency view.
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• Request reimbursements in local currency - When employees spend in a foreign currency, they can now submit reimbursement requests in that same currency. **Reimbursements will currently still be paid in USD to U.S. bank accounts.
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• Pay your balance with international bank accounts via SWIFT - We can now accept transfers in USD so you can pay off balances incurred in foreign currencies from foreign bank accounts.
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AP & AR

Spend & Expense

Growing businesses need systems that work together—not more manual cleanup.

BILL Accounts Payable and Spend & Expense now integrate natively with Acumatica, giving finance teams a faster, more reliable way to manage payables and employee spend directly alongside their ERP.

With this powerful, built-in integration, critical financial data stays aligned across BILL and Acumatica, so teams can move faster with fewer errors and greater confidence in their numbers.

With the BILL + Acumatica integration, you can:

• Keep vendors, accounts, bills, credits, payment activity, and more automatically aligned with your Acumatica general ledger.
• Preserve your Acumatica chart of accounts and coding structure without rework or remapping.
• Reduce reconciliation effort by keeping AP and employee spend reflected consistently in your ERP.
• Support growing transaction volume and more complex operations without adding manual steps.
• Get real-time visibility into cash, liabilities, and operating spend directly in Acumatica.

Because this is a native integration built and managed entirely by BILL, you get the depth, reliability, and ongoing support you expect. 

Less rework. Cleaner books. And a finance stack designed to scale with Acumatica as your business grows.

Visit our help center to learn more.

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December 9, 2025

AP & AR

BILL’s enhanced 1099 Filing solution, complete with full state filing, the AI-powered BILL W-9 Agent, and more, finance teams and accountants can finally make this tax season their easiest yet.
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Every January, the same story repeats

Finance teams and accountants everywhere brace themselves for 1099 season.

We’ve heard countless stories from businesses and accounting firms who dread this time of year—the sheer volume of manual tasks, tight deadlines, and the struggle to chase down missing W-9s make it one of the most stressful responsibilities on their plate.

Tax compliance shouldn’t feel like a scramble. It should be simple, accurate, and automated.
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What are 1099s and why do they matter?

A 1099 form is how the IRS ensures payments to independent contractors, freelancers, and other non-employees are properly reported.

If your business pays a contractor above a certain threshold in a year (see the IRS website for latest guidance), you’re required to file a 1099, typically a 1099-NEC or 1099-MISC, and deliver copies to both the IRS, states, and your vendors by January 31.
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Why 1099s can be painful

For most teams, the traditional 1099 process looks something like this:

Manual work: Collecting W-9s, validating payment data, and chasing down missing vendor information can take hours. …

Spend & Expense

Managing transaction details across your ERP and Spend & Expense just got easier. With dimension auto refresh, BILL automatically maps any new dimension values from your ERP into Spend & Expense every time sync runs. No more building categories in two places or manually sorting transactions.
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This auto refresh capability can be enabled for multiple transaction dimensions, including chart of accounts, projects, departments, locations and more,ensuring you have all the details you need to keep all transactions neat and your books organized.
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Key benefits:

• Eliminate duplicate data entry across systems
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• Save time with automatic dimension mapping
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• Keep transaction details consistent and up to date
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• Reduce errors from manual categorization

View this article for instructions on setting up auto refresh for your account.

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November 24, 2025

Spend & Expense

All new BILL Spend & Expense users now get a virtual card automatically when they create an account. It works just like a physical card, giving you faster, easier access to funds instead of waiting for the mail.

Key benefits

• Instant access: New users will automatically get a virtual card. No setup required.  Spending starts only once an Admin funds the card, keeping control in your hands.

• Seamless spending: Switch between budgets to use the right funds every time.

• Mobile-first experience: Add it to your Apple Wallet and request and spend funds directly from your phone.

Learn more about this update here. 

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November 13, 2025

Spend & Expense

You now have a singular place to handle all approvals within BILL Spend and Expense. The new approvals dashboard lets you see all request and approval types, whether it's a funds request, post-spend transaction approval, or reimbursement. Here’s all that’s new:
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• ‍One central dashboard: Find every type of approval under the “Approvals” tab on the main left hand navigation.
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• ‍Bulk approvals: Approve multiple requests at once.
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• ‍Rapid review: Approve or deny requests with in-line buttons and move seamlessly to the next approval. Both the web and mobile app auto-advance to the next request after a decision is made.
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• ‍Mobile-friendly: Navigate approvals quickly on the go, with requesters able to edit submissions directly in the app.
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• ‍More visibility: Requesters can see exactly who their approver is, so following up is simple and direct.
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• ‍Search: Users will have the ability to search their list of pending approvals. (Advanced filtering is coming very soon!)
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• ‍Editable request amounts: Approvers will be able to tweak fund request amounts before approving.

The result is fewer delays, fewer declines when your employees need money, and a smoother experience as you divvy out money to your team

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November 7, 2025

AP & AR

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BILL has already delivered AI at scale to SMBs and accountants. Now we’re launching AI agents and new AI features to power financial operations for nearly half a million growing businesses and more than 9,000 accounting firms. Our first AI Agent, the W-9 Agent, is now available and ready to use. It’s the first of its kind in the industry to autonomously email vendors and validate W-9s.
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What does the W-9 Agent do?

• Automatically emails vendors requesting a W-9
• Follows up with the vendor as needed until the W-9 is collected
• Adds the W-9 to BILL for that vendor
• Analyzes the W-9 for incorrect or missing data, requesting a new W-9 if needed
• Validates Taxpayer Identification Numbers (TINs) and names, flagging mismatches
• Keeps customers in the loop every step of the way
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What problem does the W-9 Agent solve?

• Managing vendor W-9 compliance is a significant pain point for businesses. 
• Manually requesting, collecting, verifying, and entering W-9 information for every 1099-eligible vendor (and often all vendors) is time-consuming and prone to errors. 
• The W-9 Agent eliminates over 80% of the steps involved in collecting and validating W-9s.
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How to get started

• The W-9 Agent is available and ready for use. 
• To get started, simply sign in to your BILL account, go to the left-hand navigation under “Payable settings,” and select “W-9 Agent.” …

AP & AR

Introducing BILL Cash Account—a new business account built for BILL Accounts Payable customers. It’s the smarter way for your clients to maximize cash flow, earn 3% APY on operating balances, and streamline payments—all in one place.

No more shuffling funds between treasury and operating accounts. With BILL Cash Account, your clients can earn interest and make payments from the same account—keeping cash where it’s most productive.
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Key benefits:

• 3% APY on operating balances
• No minimum balance or service fees
• Unlimited transactions
• Up to $200 million in FDIC insurance
• Next-day ACH at no extra cost
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BILL Cash Account integrates seamlessly with your accounting software, so you and your clients 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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October 28, 2025

AP & AR

BILL customers can now take amortization even further with the ability to sync BILL-generated amortization journal entries directly into your ERP.

Currently, NetSuite customers benefit from syncing amortized bills into NetSuite’s native amortization module. Now, BILL brings similar automation to more customers by generating and posting scheduled journal entries directly into QuickBooks Online, with additional ERPs to follow.

Here’s how it works:
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• From your Sync settings, enable amortization journal entry sync.
• Create or tag bills for amortization in BILL.
• BILL automatically generates and posts the correct journal entries in your ERP, month after month—no manual tracking required.
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A BILL UI screen showing an expense amortization form with details and a payment schedule preview on the right.

With this expansion, customers who don’t have a native amortization module in their ERP can still automate the amortization process with BILL, saving time, reducing errors, and improving reporting accuracy.

Key benefits include:
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• Time savings by automating repetitive journal postings
• Greater accuracy with consistent, system-generated entries
• Improved reporting across BILL and your ERP
• Stronger compliance by reducing manual errors
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