Using Bill.com

Bill.com eliminates the hassle of paying bills. Simply take a screenshot of your bill, upload it to their platform, and they handle the rest. They will either process payments electronically via ACH or print and mail physical checks.

Step 1: Upload Your Bill

Start by taking a screenshot of your bill and uploading it into the account you created on Bill.com. An AP (Accounts Payable) clerk will then transfer the information on your bill onto a summary card, which you will be able to view.

Step 2: Upload Your Chart Of Accounts

Upload your Chart of Accounts from Aplos to Bill.com.   --------- After you record your bill and save it, the approver for your organization needs to approve it. Afterward, you can now pay the bill.

Step 3: Paying Your Bill

Go to the Payables tab and click on 'Pay' on the dropdown. 

This will bring you to your list of bills. At this point, you should have already uploaded your bill, and once your organization's approver has approved payment, payment will be possible. Click on the checkmark box on the right-hand side for any approved bills you would like to pay, then scroll to the bottom of the list where you can find a 'Set Up Bill.com Payments' button. This will set up your bank account with Bill.com. Once you've confirmed for the website to pay, Bill.com will take it from there. You have the option to either have them print the check and print it out, or have them pay through ACH.

Note: With Bill.com, you will not need to utilize the Accounts Payable module in Aplos.

Step 4: Recording The Payment

After the bill is paid, go into Aplos and navigate to your 'Account List' tab in the 'Accounting' section. This is where you will add a new payable account for Bill.com. Scroll down to the Liability section, then click the + symbol in the Payables section. Create the Liability account where you will record your bills paid through Bill.com, and then record it. Note: You will only need to do this the first time you pay a bill with Bill.com. Afterward, every bill afterward will be included in this new payable account. Next, go to the Import/Export option in Settings on Bill.com.

This will allow you to export the bills you have paid into a Microsoft Excel file. Export it and open the file. You will want to switch all the cash values to the opposite of what they are, and to do so, multiply each value by -1. Save the file.

If you experience any issues while uploading your information to Bill.com, you can contact their support team for further assistance HERE.