One of the ways BILL adapts to your unique business processes is by enabling the creation of custom user roles. Through custom user roles, the access to several items or workflow process in the BILL system, in any combination, can be enabled or prohibited for that role.

Dual Control provides extra security and control by requiring 2 people to approve an action. When Dual Control is enabled, a single user can initiate an action, but a second user is required to approve it.

Enhanced approval policies allow you to route transaction approvals automatically to designated approvers and approver groups with an expanded set of routing criteria.

With BILL, you can now mitigate risk and protect users and systems from security threats by controlling user access with single sign-on (SSO). You can enable SSO through a variety of identity providers such as G Suite (Google), AuthO, Centrify, Microsoft Azure, Okta, and many others. SSO allows you to extend security protocols and grant users safe and secure access to their BILL account.

If you edit or delete a policy, it won't apply retroactively to previously created bills or credits and will only apply to future bills or credits.

The policies in place at the time a bill or credit was created will always apply to that bill or credit. If you need a different policy to apply to an existing bill or credit, you'll need to delete the bill or credit, make the policy changes, then recreate the bill or credit.

BILL offers six (6) pre-defined roles, allowing various levels of accessibility and control on our advanced accounts. With user roles, people both inside or outside your company can participate in your Payables and Receivables processes without having to provide them access to your bank account or accounting system functions. Custom roles may also be available for more granular permissions settings, depending on the account's price plan.

Yes, you can set permissions for individual users in BILL. With predefined roles, you can allow various levels of accessibility and control. The six roles are: administrator, accountant, clerk, approver, payer and auditor. Within those roles, there are various permissions that can be set. Custom roles may also be available for more granular permissions settings, depending on the account's price plan.