TABLE OF CONTENTS
Which Documents Are Sent to Bill.com
After you’ve set up the integration, Precoro sends all approved invoices for integrated suppliers to Bill.com (Bills section). Please check this guide to sync all needed suppliers with Bill vendors.
Once an invoice in Precoro reaches the Approved status, it’s automatically sent to the integration. If this action is successful, you’ll see the Sent to Bill status in the document header. Please view the Integration logs section for more details. Click Show Document there to open the corresponding document in Bill.com.
However, if document integration fails, you can also refer to Integration logs to understand why the error occurred and resolve it.
What Data Is Sent
The following invoice data is transferred from Precoro to Bill.com:
|
In Precoro |
In Bill.com |
|
Supplier |
Vendor |
|
Gross Total |
Balance due |
|
Due Date |
Due date |
|
Issue Date |
Invoice date |
|
Integrated items |
Items |
|
Not integrated items |
Expenses |
|
Related purchase order number |
PO number |
Editing, Revising, and Canceling Integrated Documents
If you edit a document in Precoro without revising it and changing its status, you can send the update to Bill.com manually. To do so, click the Send to Bill button in the More Actions menu. If you revised the invoice, Precoro will send the update automatically once it reaches the Approved status again.
When you cancel an unpaid invoice in Precoro, it is also canceled in Bill.com. You’ll be notified that the invoice has been canceled in the Integration logs section.
To import payments from Bill and monitor which of your invoices have been paid, please follow this guide.