Tracking Vendor Syncing and Network Status

With Intelligent Payment Automation, you can track vendor syncing and view their connection status with BILL. You can view the syncing status of multiple vendors assigned to a subsidiary.

To view syncing status of multiple vendors

1. Go to Payment Automation > Payment Dashboard > View.

2. If you use OneWorld:

   1. The Subsidiary Dashboard opens. Click Enabled.

   2. In the Actions column, click View to open the Payment Dashboard for the selected subsidiary.

   If you do not use OneWorld, the Payment Dashboard opens directly.

3. In the left panel, under Payments Center, click Vendors.

4. In the Vendors list, you under the BILL Connection Status column, the following statuses are displayed:

• Pending Sync - This status appears for vendors not synced with BILL, whether recently added or modified. You cannot yet process payments for these vendors through BILL.

  In the Vendor column, you can point to the error icon to view any missing details or incorrect data. Update them on the vendor record before you try to resync. For syncing failures, NetSuite tries to resync the details automatically. To view the qualification criteria, see Vendor Qualification Criteria.

• Synced - This status appears for vendors synced with BILL. You can process payments for these vendors through BILL.

• Connected - This status appears for synced vendors that have a valid BILL account. For these vendors:

  • You can't manage vendor details in NetSuite.

  • Changes to the vendor record in NetSuite aren't synced to BILL.

  • The preferred payment method is determined by the vendor in their BILL account.

  • Payment method and address information are updated in NetSuite when the vendor updates them in BILL.

  • Vendor details are refreshed daily.

  For more information, see BILL Accounts and BILL Network for Vendors.

Excluded Vendors

A vendor is excluded from Intelligent Payment Automation when the Exclude Vendor from Intelligent Payment Automation box is checked on the vendor record. Excluded vendors are not synced with BILL, and their payables are not included in automated payment processing

To view excluded vendors, go to the Vendors list on the Payment Dashboard, and then click the Excluded Vendors subtab. For more information, see Excluding Vendors from Intelligent Payment Automation.

To use Intelligent Payment Automation for an excluded vendor again, open the vendor record and clear the Exclude Vendor from Intelligent Payment Automation box. For more information, see Vendor Setup and Management for Intelligent Payment Automation.

You can view other statuses related to BILL or Intelligent Payment Automation on the Vendor Profile Information record. To access this record, in the Vendor column, click the vendor link. For more information, see Creating Vendors for Intelligent Payment Automation.

Related Topics

• Intelligent Payment Automation
• Vendor Setup and Management for Intelligent Payment Automation
• Importing Vendors and Vendor Bank Details
• Creating Vendors for Intelligent Payment Automation
• Manually Syncing Vendors with BILL
• Viewing the Payments and Vendors Section of the Payment Dashboard
• Payment Processing
• Intelligent Payment Automation FAQs

General Notices