Signing Up with BILL within Intelligent Payment Automation
Sign up for a BILL account by completing the following three-step process.
You can't use or sign up with existing BILL accounts that are not created within NetSuite. To use Intelligent Payment Automation, be sure to sign up and create a BILL account within NetSuite.
If you use NetSuite OneWorld, the sign up process must be completed for each subsidiary that uses Intelligent Payment Automation for making vendor payments. You can only complete the three-step sign up process for active subsidiaries in NetSuite. See Multi-Subsidiary Support.
Go to Payment Automation > Payment Dashboard > View to begin the sign up process.
If you use NetSuite OneWorld, the first time you access Payment Dashboard, the Sign Up page opens. Click Start Setup to open the Subsidiary Dashboard and begin setup. On subsequent access, the Subsidiary Dashboard opens directly.
If you do not use NetSuite OneWorld, the Sign Up page opens. Click Start Setup to begin the three-step sign up process.
Complete the following steps:
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Step 2 Link Your Bank Account for Funding Payments and Mapping GL Bank Accounts
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(Optional) Step 3 Set Up Payment Run Approval Routing
After you complete the three-step sign up process, qualified vendors with open balances are automatically synced with BILL for making payments. You can also sync your vendors manually through the Sync Vendors with BILL option. See Vendor Setup and Management for Intelligent Payment Automation.