BILL Release Notes

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.

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.

Here’s what’s new in BILL Accounts Receivable:

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.

Expanded AR API automation

Automate invoice updates, authorize and charge ACH payments, and receive real-time payment and invoice events via webhooks.

Seamless system integration

Keep invoices, payments, and statuses aligned across your systems with the new v3 AR API.

Ready to get started? Access Payment Links from the BILL AP/AR left navigation, or explore the v3 AR API to automate your workflows.

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.

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.

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.

With BILL Travel, you can:

• Set travel policies and budgets in advance. Configure trip policies, travel budgets, and BILL cards so bookings stay within guardrails.
• Book flights and hotels in one place. Employees easily find and book in-policy options across 500+ airlines and 1.5 million hotels.
• 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.
• Monitor and optimize travel spend in real time. Your team tracks reporting, budgets, and policy compliance—and adjusts as needed.

Stop supervising spend and get back to driving strategy.

Learn More

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.

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.

With BILL Travel, you can:

• Set travel policies and budgets in advance. Configure trip policies, travel budgets, and BILL cards so bookings stay within guardrails.
• Book flights and hotels in one place. Employees easily find and book in-policy options across 500+ airlines and 1.5 million hotels.
• 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.
• Monitor and optimize travel spend in real time. Your team tracks reporting, budgets, and policy compliance—and adjusts as needed.

Stop supervising spend and get back to driving strategy.

Learn More

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.

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.

Achieve proactive spend control with seamless procure-to-pay

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.

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.

• 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.

Start your free trial.

• Read more

More intuitive policy management

Spend & Expense

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

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.
• Faster updates: Edit rules instantly by navigating directly to the specific control you want to change.

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.

Check out the video below for a detailed explanation of what changed and how. Read this help documentation for even finer detail.

• Read more

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

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.
• Faster updates: Edit rules instantly by navigating directly to the specific control you want to change.

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.

Check out the video below for a detailed explanation of what changed and how. Read this help documentation for even finer detail.

New: Admin-level controls for Gmail receipt matching

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.

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.

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.

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.

See how it works

• Read more

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.

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.

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.

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.

See how it works

Comprehensive integrations for complex workflows

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.
• Expanded ERP template library: New pre-built templates for Restaurant365 and PointClickCare ensure data is formatted correctly for these specific systems.

API Platform expansion

We continue to invest in our open API to support custom financial workflows and high-volume operations. Try our new v3 AR API to help accelerate cash flow and improve visibility.

See all of BILL’s integrations here.

• Read more

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.
• Expanded ERP template library: New pre-built templates for Restaurant365 and PointClickCare ensure data is formatted correctly for these specific systems.

API Platform expansion

We continue to invest in our open API to support custom financial workflows and high-volume operations. Try our new v3 AR API to help accelerate cash flow and improve visibility.

See all of BILL’s integrations here.

Auto-generated receipts are now live

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 isnt worth you or your employees time. The IRS may accept digital receipts for transactions under $75, so generate them automatically and skip the follow9up.
• 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.

• The IRS requires receipts directly from the vendor on transactions over $75, but you can still generate one for any transaction.

Who can use it

This feature is available to all Spend & Expense customers and can be managed by admins.

Let BILL generate receipts to save you time, fill in the gaps, and close your books faster.

BILLs auto-generated receipts provide documentation for expenses under $75. Depending on the type of expense, additional documentation may be required by the IRS. The burden of proof is on the taxpayer to prove deductibility of their expenses.

• Read more