BILL Release Notes

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

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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.

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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.

• 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.

BILL's 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.

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AP & AR

The BILL Invoice Coding Agent is here

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?

The agent creates predictions by analyzing two primary sources:

• Historical Patterns: The agent reviews up to five of the most recent bills for a specific vendor to identify your organization's unique coding habits.
• Document Analysis: The agent pulls data directly from newly uploaded bill documents to compare predictions with current billing details.

How to get started

The Invoice Coding Agent is available and ready for use for all Direct customers on our Teams pricing plan and above and all AC customers on our Standard pricing plan and above.

There is no action needed to get started; the agent is already activated for you.

Predictions created by the agent are displayed on the bill entry page. These predictions are not final until the bill is approved by a user.

Customers can manually modify any field pre-filled by the agent.

Use the Undo option to revert a prediction to its original entry.

*Based on BILL's analysis of processing a medium complexity bill, performance may vary for different invoice types and configurations.

**Based on BILL’s analysis of the top 20% of common bills assuming doc layouts and user behaviors stay consistent. Results will vary by invoice layout and data quality.

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Spend & Expense

BILL Spend & Expense goes international

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:

• Ship cards internationally - Send company cards to employees in the UK, Canada, and Australia for a $50 flat fee per shipment.

• 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)

• 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.

• 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.

• 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.

These updates are aimed at improving the spending experience when traveling abroad, and it’s just the first step. We are working to continue delivering updates related to international spending and will keep you updated as we have more of the things you need.

All users will be invited to update their default currency based on their home address within Spend and Expense the next time they open their app.

If you’d like to try it out to see how it looks, you can do so within the More menu in the bottom right of your app. Find the Default Currency line, and select the currency you’d like to see your app in.

To learn more, check out this video demo or this help article.

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Accountant Console

Updates to Console Reports: 3 new AP reports and custom role-based permissions

Console Reports just got even better! With three new AP reports, you get deeper visibility into vendor transactions, unpaid bills, and cash outflow—no digging required. Plus, a refreshed look makes every report easier to use, while new custom permissions let you control who has access reports across your console team. Faster insights, smoother teamwork, and more value for your clients—all in one place.

Learn More

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AP & AR

Spend & Expense

BILL now integrates with Acumatica for AP and 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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AP & AR

Introducing BILL’s enhanced 1099 filing solution for 2025

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.

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.

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.

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.
• Disjointed systems: Payments, vendor records, and filing tools live in different places.
• Tight deadlines: There’s little room for error once January begins.
• Compliance risk: Even small mistakes in TINs or vendor details can lead to rejections and penalties.

It’s no wonder so many finance teams approach 1099 season with a mix of urgency and anxiety.

What’s new for the 2025 tax year

This year, we’ve taken major steps to simplify every part of the process, based on direct feedback from customers and accountants.

• Full state filing coverage: BILL now handles state-level filings in all 50 states—no more manual submissions or guesswork.
• AI-powered W-9 Agent: Our new intelligent W-9 Agent automates W-9 collection by reaching out to vendors, validating details, and flagging mismatches
• Simplified corrections and editing: Easily add or edit reportable amounts, categorize payments, and make post-filing corrections.
• Improved bulk actions and filters: Manage large volumes of vendors and forms with intuitive search and bulk tools—perfect for accounting firms and high-volume filers.

Meet BILL’s enhanced 1099 Filing solution

Our enhanced solution is designed to work where you already manage your financial operations, right inside BILL.

• One connected platform: BILL is the only platform that natively integrates AP and 1099 tax compliance in one seamless platform, giving teams a single source of truth for payments and filings without jumping between tools.*
• Automation at every step: From W-9 collection to eligibility tracking, form generation, and federal and state e-filing—BILL unifies it all.
• Real-time visibility: Dashboards and bulk actions let you track filing status across vendors and clients at a glance.
• Compliance made simple: Full state coverage and TIN match through our W-9 Agent keep you audit-ready at every step.

With everything connected, you can spend less time preparing forms and more time driving your business forward.

*Based on analysis of 22 leading U.S. financial platforms offering AP, spend management, ERP-native AP modules, or 1099 filing capabilities (November 2025).

Real results for businesses and accountants

BILL customers who used our 1099 Filing solution last season reported major time savings and reduced stress:

• 60% saved 3,964 hours per filing cycle; over a third saved 5+ hours.*
• 3 out of 4 users said BILL helped them complete filings faster and more accurately.*
• “Tax season is always chaotic for our business. With BILL, we can easily create, generate, and file all our 1099s in one place so we can get taxes out of the way and get back to driving our business.”
• Michelle Ranck, Business Manager, Arrowhead Pine Rose Cabins

How to get started

Who can use it: Available to all BILL Accounts Payable customers and accounting partners.

Where to find it: Just look for the Prep & File 1099s page under the Tax Compliance tab in the left-hand navigation in your BILL account.

Pricing: Starts at $2.99 per filing for direct customers and $1.99 per filing for accounting partners. Direct state filing is $1.49 per form. Optional mailing is $1.99 per form.

Ready to make 1099s the easiest part of your tax season? Learn more at bill.com/product/1099-filing, or reach out to your BILL representative today.

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