BILL Approval Policy updates
Changes to bill approval policies in BILL AP
Starting March 8, BILL will be expanding bill approval capabilities for some clients in BILL Accounts Payable, and you’ll begin seeing updates to the approval policy experience. Bill approvers will be automatically added to bills based on the policies created in BILL AP. Designated approvers or groups of approvers will get automatically added to bills and routed according to the criteria set, giving you more control over your client’s finances and reducing the overall time it takes to create and approve bills.
Additionally, a minimum number of approvers will no longer be required for a bill approval. This change was made to save you time when entering bills and reduce redundancy when creating bill approval policies. Now, you can simply specify the individual approvers or groups of approvers to create a new policy.
As a result of this update, some existing approval policies may not work as intended and will need to be updated. This includes policies where there are fewer assigned approvers named on the policy than the minimum number of required approvers. If no action is taken after 90 days, policies with conflicts will be deleted. Client admins on all impacted accounts will be notified in product and via email with more information and next steps. The 90-day window will start the day the emails and in-product notifications are sent. Please ensure you or your clients review this information and make updates as necessary so bill approval controls remain in place. Please also note that not all clients are impacted by this update, only those with a conflict. Learn more about how to fix a conflict in your client’s approval policies.
How do I know if my clients are affected?
BILL will notify all admins of impacted clients via email and in product starting March 8, 2024. Please note not all accounts will have approval policies with conflicts. Notifications will include information specific to each account and next steps for those with policies with conflicts. If you want to see if you have a conflict before receiving an email, you can log into your client’s site and see if your approval policies have a specific number of required approvers but none or a fewer number of assigned approvers named on the policy.
How do I update approval policies with conflicts?
Here is an article that will help guide you through how to create approval policies. A conflict exists when there are fewer assigned approvers than the minimum number of required approvers, so approver(s) will need to be added to the policy.
What happens after the 90 days if no action is taken?
If approval policies with conflicts are not updated within the 90 days, these policies will be permanently deleted. However, BILL will send out a summary of deleted policies via email so that they can be recreated if they are still needed.
Can deleted policies be restored?
Unfortunately deleted policies cannot be restored at this time.
Who can I reach out to for more information?
You can reach out to Customer Support at https://help.bill.com
What is in the email client admins will receive?
[Subject] Action required: Update your bill approval policies
Header: Review and update your existing bill approval policies
Hi <first name>,
We’re writing to let you know your account now has access to additional bill approval capabilities that were previously only applied to Corporate and Enterprise accounts.
Action is required by <date> for your policies to work as intended along with these capabilities. If your policies haven't been updated by this date, they'll be deleted and you'll no longer have controls in place to make sure payments are made accurately.
CTA: Review Bill Approval Policies
What’s changed:
Bill approvers are automatically added to bills based on the policies you create. Designated approvers or groups of approvers will get automatically added to bills and routed according to the criteria you set, giving you more financial control and reducing the overall time it takes to approve bills.
No more minimum number of approvers required for bill approvals. This change was made to save you time when entering bills and reduce redundancy when creating bill approval policies. Now, you can simply specify the individual approvers or groups of approvers to create a new policy.
To learn more, visit our Help Center FAQ or contact BILL Support for questions.