Developer Partner Examples

• Integration with Accounting Systems
• Managing Clients' Billable Expenses
• Vertical Industry-Specific Applications
• Rebate Processing
• Workflow Automation

Integration with Accounting Systems

You can add important features to your accounting system such as online document management, bill approval and bill payment by integrating it with Bill.com using the API. All the information already present in your accounting system such as your company chart of accounts, vendors, departments and jobs can be moved to Bill.com, avoiding double entry and letting you quickly start processing and paying bills in Bill.com.

You can either use the Bill.com website to create bills in Bill.com (taking advantage of the full document and bill management system) or you can use the API to send the bills you have created in your accounting system (and supporting documents) to Bill.com.

Then, use the Bill.com website to approve and pay the bills and to view the relevant documents like the bill image, contracts and statements of work.

Finally, use the Bill.com API to get the status of the bills you uploaded, including the dates for when bills are scheduled to be paid and whether attempted payments were successful. The API allows you to sync your payables information to and from your accouting system, so you always have the most updated information in your General Ledger without any double entry.

Note that if your accounting package is QuickBooks, QuickBooks Online Edition or Intacct, integration with Bill.com already exists. You will only need to develop an application that uses the Bill.com API if you use a different accounting package.

See an illustration of an accounting scenario (PDF)

Managing Clients' Billable Expenses

If your company uses a system to manage your Receivables but you don't have a payables system to manage and pay the bilYou will integrate with Bill.com when you incur expenses for specific jobs, after you bill the client for reimbursement, you will sync the expenses to Bill.com for later payment. You can use Bill.com to route the expenses for approvals within your team, pay for these expenses, and associate the expenses with appropriate client accounts.

For example, let's say you purchase materials and hire contractors to perform a job for your customer. Once the expenses are entered into your application (and billed to your client so you get reimbursed quickly), you can use the Bill.com API from within your software package to create bills from the expenses for material and the contractor's statement of work, and associate the costs with the appropriate client.

Your accounts payable department can use the Bill.com website to approve and pay those bills associated with your jobs, and to view any associated documents as necessary.

Then, use the Bill.com API to get the status of the bills you upload, including the dates for when bills are scheduled to be paid and whether attempted payments were successful.

You can retrieve the expenses charged to the client account to sync up the data in your application.

See an illustration of a managing client expenses scenario (PDF)

Vertical Industry-Specific Applications

This scenario is similar to the Accounting scenario but you may be using a proprietary accounting software customized for your industry.

You can either use the Bill.com website to create bills in Bill.com (taking advantage of the full document and bill management system) or you can use the API to send the bills you have created in your accounting system (and supporting documents) to Bill.com. You may need to move additional industry-specific data to or from Bill.com. One option for doing this is to use the "Departments" object in Bill.com as a way to code industry-specific information to each bill.

Then, use the Bill.com website to approve and pay the bills and to view the relevant documents like the bill image, contracts and statements of work.

Finally, use the Bill.com API to get the status of the bills you uploaded, including the dates for when bills are scheduled to be paid and whether attempted payments were successful. The API allows you to sync your payables information to and from your industry-specific application, so you always have the most updated information in your application without any double entry. If you are capturing any industry-specific information in the Department field, you will be able to sync that back to your application and make sure that it is captured.

You can also use the Bill.com API to get the status of the issued checks, including when the checks clear, and URLs of the images of the cleared checks so you can view the checks by clicking on a link from within your CRM.

See an illustration of an industry specific application scenario (PDF)

Rebate Processing

In this scenario, you are responsible for sending out rebate checks to many customers, whose information resides in your CRM.

You can use the Bill.com API to upload the customers' information from your CRM to an account in Bill.com, create a bill to pay them for the rebate, and use Bill.com's bill payment system to mail each customer their rebate check or send them electronic payments.

You can also use the Bill.com API to get the status of the issued checks, including when the checks clear, and URLs of the images of the cleared checks so you can view the checks by clicking on a link from within your CRM.

See an illustration of a rebate processing scenario (PDF)

Workflow Automation: Upload Bills

In this scenario, you have a workflow that involves sending bills from a speadsheet like Excel to Bill.com. You would like to simplify and automate the workflow so that you don't have to switch back and forth from Excel to a web browser.

You can develop a "Send to Bill.com" menu item within the File menu of Excel, and use the Bill.com API to upload the selected bills to Bill.com

You will also want to develop a "Sync with Bill.com" menu item that uses the Bill.com API to get the status of the selected bills, including the dates for when bills are scheduled to be paid and whether attempted payments were successful.