Advice and answers from the Expensify Team

Companies on the Team and Corporate policies can integrate with Bill.com. This integration allows employee expense reports to be submitted directly to Bill.com.


Create the Connection

Go to the Connections section of your policy settings (Admin > Policies > [Policy Name] > Connections) and choose Connect to Bill.com. Enter your company’s Bill.com email address and click Sync.

All employee expense reports on this policy will now be submitted to this Bill.com email address.


Submit Reports

When employees click submit, they will see the Bill.com email address listed. This field is non-editable.

Once the report is submitted, a PDF copy will be placed in the company Bill.com account. The report will then be put in the closed state in Expensify and the report will be marked as exported to Bill.com, shown by the icon to the right of the report.


(Alternative) Submit to Bill.com as part of your Approval Workflow

If you’d still like to approve your employees’ reports in Expensify before sharing with Bill.com, we have you covered! 

In this case, you will not enable the Bill.com connection in the policy settings. Instead, once you have approved a report, just click the sharing options icon and enter your Bill.com email address.

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