Most Bill.com users would agree that the default dashboard can feel generic and inefficient for managing their specific accounting needs.
Personalizing your dashboard in Bill.com allows you to streamline your accounting experience for maximum efficiency.
In this post, you'll learn how to access customization settings, tailor modules and reporting, integrate APIs, and leverage support resources to create a dashboard uniquely optimized for your business financials.
Introduction to Dashboard Customization in Bill.com
The Bill.com dashboard allows users to customize various elements to suit their specific needs and preferences. This can help streamline your workflows and provide quick access to the tools and information most relevant to you.
Exploring the Bill.com User Interface
The Bill.com dashboard is organized into several key sections:
- Accounting - Manage bills, track income and expenses, maximize tax deductions
- Banking - Connect bank accounts, approve payments
- Invoices & Payments - Create, send and track invoices, collect payments
- Reports - Customizable reports on cash flow, profit and loss, etc.
In the top right you'll find additional tools to manage your contacts, view notifications, access support and personalize your account.
The Benefits of Personalizing Your Dashboard
Customizing your Bill.com dashboard provides several advantages:
- Focus on what matters - Tailor the layout to focus on the tasks and tools most important to your role and company needs. Hide unused modules.
- Save time - Frequently used actions can be pinned for one-click access instead of digging through menus.
- Stay organized - Color code projects or customers and rename menu items clearly.
- Work smarter - Create custom reports, reminders and alerts tuned to your workflows.
With some simple tweaks you can optimize your dashboard to save time, stay organized and streamline accounting, billing and payment management.
Who competes with Bill com?
Bill.com faces competition from several companies in the online billing and payments space. The top competitors include:
- QuickBooks - The popular accounting software also offers online billing and invoicing features. QuickBooks holds the largest market share at 32.62% in the billing and invoicing category.
- Square Point of Sale - Known for its mobile payments system, Square also provides billing and invoicing solutions for businesses. It has 8.08% market share in this space.
- NetSuite - This cloud-based ERP system includes billing and invoicing functionality as part of its financial management features. NetSuite has 6.27% market share among billing and invoicing solutions.
Other competitors like Freshbooks, Zoho Invoice, and PaySimple also offer online tools for creating, sending, and tracking invoices and billing customers. However, Bill.com differentiates itself through its integrated payment processing, approval workflows, and accounting software integrations.
While Bill.com faces increasing competition, its specialized focus on streamlining billing, invoicing, and payments helps it stand out in the market and gain strong adoption among target customers with complex financial workflows. Continued product innovation and strategic partnerships also help Bill.com strengthen its competitive positioning over time.
What is the difference between Bill Com and QuickBooks?
The main difference between Bill.com and QuickBooks Online is their focus. QuickBooks Online is a comprehensive accounting solution, while Bill.com is a specialized tool for managing accounts payable and receivable.
Some key differences:
- Purpose: QuickBooks Online handles all aspects of business accounting, while Bill.com specializes in streamlining invoice and payment workflows.
- Features: QuickBooks Online includes general ledger, invoicing, expense tracking, reporting, and more. Bill.com focuses specifically on accounts payable and receivable automation.
- Integration: Bill.com integrates with QuickBooks Online to bring optimized AP/AR management without needing to replace the accounting system.
- Billing: QuickBooks Online is a subscription service starting at $25/month. Bill.com pricing starts at 1% per transaction for payments.
In summary, QuickBooks Online offers robust overall accounting capabilities for small businesses. Bill.com provides tailored invoice workflow automation to save time and money. The two systems can work together to get the best of both worlds.
How do I create an invoice template in Bill com?
Creating an invoice template in Bill.com allows you to customize and save invoice formats to streamline your invoicing process. Here are the key steps:
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Select Settings in your Bill.com account.
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Under Receivables, choose Invoice Templates.
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Click on New to create a new template.
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Enter details for your template:
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Default - Select this to make this your default invoice template.
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Name - Give the template a name that's easy to recognize.
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Style - Select from template styles like Clean, Classic, Modern, etc. to preview options.
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Once you have customized the template to your preference, click Save.
The template will now be available when creating new invoices. You can create multiple templates and toggle between them.
Key benefits include:
- Customization - Tailor invoice branding, fields, layout and more
- Efficiency - Save templates for fast and consistent invoicing
- Flexibility - Easily alternate between templates as needed
- Clarity - Add key details and company branding for professional invoices
With customizable templates, you can create professional invoices that match your business needs and streamline the invoicing process in Bill.com.
How do I add notes to Bill com?
Adding notes in Bill.com is easy to do directly within a bill. Here are the steps:
- Select "Bills" in the navigation bar
- Find and open the specific bill you want to add a note to
- Click the "Add notes" button in the upper right corner above the bill summary
- Type your note in the text box
- Toggle the "Visible to vendor" switch to green if you want the vendor to see the note
- Click Save
That's all there is to it! Adding notes allows you to leave important messages and details visible right within the bill itself. Both you and the vendor can refer back to these notes at any time for clarification or reminders about that particular bill.
Some tips for using bill notes effectively:
- Use notes to explain any adjustments or changes made to a bill
- Make a note if you are disputing or questioning a charge
- Note any follow-up actions needed related to that bill
- Remind yourself or the vendor about agreements related to a bill
Adding clear and detailed notes directly into bills helps keep everyone on the same page. By making notes visible to vendors, you facilitate better communication and transparency around billing and payments.
Getting Started with Dashboard Personalization
This section introduces the initial steps to begin personalizing your Bill.com dashboard for a tailored user experience.
Accessing Customization Settings
To access the dashboard customization settings in your Bill.com account:
- Log into your Bill.com account
- Click on the "Settings" icon in the top right corner
- Select "Customize Dashboard" from the dropdown menu
This will open the customization panel where you can personalize various aspects of your dashboard.
Some key things you can customize include:
- The order of modules on your dashboard
- The charts and graphs shown in the analytics modules
- Accounting period date ranges
- Visibility of modules like Banking, Invoices, Expenses, etc.
Customizing these settings allows you to tailor the dashboard to your personal preferences and business needs.
Understanding the Basics of Online Customization
Bill.com provides user-friendly online customization to help you personalize your experience. Some key capabilities include:
Drag-and-Drop Module Ordering
You can easily drag modules like Invoices, Expenses, and Reports to reorder them on your dashboard. This lets you prioritize the information most important to you.
Chart and Graph Customization
The analytics modules can be customized to show specific charts and graphs you want to see about your cash flow, income, expenses, etc. Choose from pie charts, bar graphs, lines graphs, and more.
Accounting Period Selection
You can specify custom date ranges for the accounting periods shown in your dashboard reports and graphs. Set them to your company's fiscal year or other date ranges that are most relevant.
Module Visibility Settings
Quickly show and hide entire modules like Banking, Taxes, Sales Customers from your dashboard without deleting any data. This keeps your dashboard clean and focused.
Using these basic customization tools can help you tailor your Bill.com dashboard to your personal preferences or business needs in a few quick clicks. The settings can be changed back at any time as your needs change.
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Account Management and User Interface Customization
This section covers customization options available in the Account Settings section of your Bill.com dashboard to tailor the experience to your needs.
Updating Personal Information for a Personalized Experience
You can update your personal details in Bill.com to ensure relevant, customized information throughout the platform.
To get started, go to the Account Settings menu and select Personal Details. From here you can:
- Update your name, email address, phone number, and physical address
- Change your password and security question
- Set your time zone, date format, language, and number format preferences
- Add a profile picture
By keeping your personal details accurate and current, you ensure that communications, documents, reporting, and other features reflect your information for a personalized workflow.
Customizing User Roles and Permissions
Bill.com allows you to customize user roles and permissions to control access and tailor the experience for your team.
To manage users, go to Account Settings and choose Users. From here you can:
- Invite new users via email
- Assign user roles like Admin, AP Clerk, AR Clerk etc.
- Set granular permissions for features like invoicing, reporting, bank transactions and more
- Remove user access when no longer needed
By segmenting access and abilities, you can ensure users only interact with relevant areas to maximize efficiency. Review roles and permissions regularly as your team changes to maintain a customized fit.
Carefully controlling user roles and permissions enables you to personalize Bill.com to your workflows for smoother operations.
Customize Dashboard Views for Efficient Navigation
This section explains how to customize your main dashboard view in Bill.com for quick access to key modules and reports.
Optimizing Module Visibility for Quick Access
You can adjust module visibility in your Bill.com dashboard to only show those most relevant to your needs. Here are some tips:
- Click the "Customize" button in the top right of your dashboard to open customization options.
- Review the list of available modules like Invoices, Payments, Expenses, etc.
- Uncheck any modules you rarely use to hide them. This streamlines your view.
- Reorder modules by dragging and dropping into your preferred order from top to bottom.
- Click "Save" to apply the changes.
Customizing your dashboard modules in this way tailors your central hub for efficiency based on how you use Bill.com. Hide unused modules and prioritize key tasks higher in the dashboard for quick access without scrolling.
Reordering Modules for a Streamlined Dashboard
In addition to hiding certain dashboard modules, you can also reorder them for a more streamlined experience:
- Click "Customize" then drag and drop modules into your preferred top-to-bottom order.
- Group related modules together, like Expenses and Vendors.
- Prioritize your most important modules like Invoices and Payments at top.
- De-prioritize modules lower down if you use them less frequently.
- Save your new streamlined order for easy access to key tasks.
Reordering modules only takes a few seconds but customizes your workflow for maximum efficiency. Group associated tasks and prioritize the most integral modules at the top of your dashboard for a simplified centralized experience in Bill.com.
Module-Specific Customization for Invoices and Payments
We cover custom layout options available within each major Bill.com module, like Invoices, Expenses, and Reporting.
Tailoring Invoice and Payment Modules
The Invoices and Payments module within Bill.com allows for extensive customization to tailor it to your business's specific needs:
- Invoice Views - Customize which columns are displayed (due date, amount, vendor, etc.) and their order to focus on what's most important to you. Save multiple custom views.
- Filters - Create and save custom filters for invoices based on vendor, date, amount, or status. Filter to what's relevant.
- Defaults - Set defaults for payment terms, discounts, etc. to save time. New invoices will be prepopulated.
- Reminders - Customize reminder rules for invoices to ensure none slip through the cracks. Set by due date, amount, or vendor.
- Templates - Build custom templates for invoices and other forms to match your branding and information needs. Add logos, colors, fields.
By tailoring the invoices and payments module, you can significantly optimize and streamline your accounting workflow. Save custom views, filters, reminders and templates to see only what matters most.
Streamlining Expenses and Vendor Management
Just like with Invoices, you can also customize the Expenses and Vendors modules:
- Expense Reports - Tailor expense report templates, set default columns and rules for submissions. Streamline approvals.
- Vendor Views - Custom vendor groups, filter and views to simplify vendor management.
- Settings - Customize everything from terminology to match your business to default expense types and categories.
Get expenses and vendor under control by crafting custom formats, views and rules in Bill.com. Optimize approvals, simplify reporting, create vendor groups and more.
Enhancing Financial Oversight with Personalized Reporting
This section focuses on customizing reports and financial statements in Bill.com to meet your business's specific needs and provide greater financial visibility.
Creating Custom Financial Reports
Bill.com allows you to create customized reports to track financial metrics that are most important for your company. You can:
- Build new reports from scratch by selecting the specific data fields, date ranges, filters etc. that you want to track. For example, create a custom report on vendor payments over $1,000 made in the last quarter.
- Edit existing standard reports in Bill.com to include/exclude certain data points or change date ranges. For example, modify the Accounts Receivable Aging report to show invoices outstanding between 30-60 days.
- Organize reports into custom folders based on categories like "Sales Reports", "Expense Reports", "Accounting Reports" etc. to enable easy discoverability.
Custom reporting gives financial leaders real-time insight into the metrics they care about without having to export data or create reports in other systems.
Adjusting Financial Statements for Clear Insights
Bill.com also allows customizations to key financial statements to match your business needs:
- Chart of Accounts: You can customize the chart of accounts to reflect your company's departments, programs, projects etc. This provides clarity on where money is being spent.
- Fiscal Year: Set custom fiscal year start/end dates if your financial periods are different from the calendar year. Accurately track spend against your fiscal year.
- Included/Excluded Accounts: Choose which balance sheet accounts to include or exclude from financial reports. For example, exclude defunct accounts that would distort operational spend views.
With Bill.com's flexible customization options, you can tailor financial statements to your organizational structure and accounting methods. This enhances visibility into the financial metrics that matter most for good governance and decision making.
Leveraging Advanced Customization for Account Management
We'll overview advanced options like API access, SSO, and integrations for further customization.
Integrating with APIs for Advanced Accounting
Leverage APIs and webhooks to connect other apps or build custom solutions. Here are some tips:
- Review the Bill.com API documentation to understand the options for integration. This allows you to build custom accounting solutions tailored to your business needs.
- Use webhooks to automatically trigger actions in other systems when something changes in Bill.com. For example, send invoice data to your ERP when an invoice is approved.
- Build Zapier integrations to connect Bill.com with hundreds of other apps without coding. This automates workflows between systems.
- Hire a developer to build custom integrations if the out-of-the-box options don't meet your needs. The API provides the flexibility to integrate Bill.com deeply into your tech stack.
Leveraging Bill.com's APIs and webhooks enables seamless connections between systems, unlocking efficiencies through accounting process automation.
Implementing Single Sign-On for Simplified Access
Streamline login and user provisioning using single sign-on. Here are some tips:
- Configure SSO through supported identity providers like Okta, OneLogin, and Azure AD. This allows users to sign into Bill.com using existing credentials.
- Automate user provisioning and deprovisioning based on central directory groups and permissions. This simplifies account management as your team changes.
- Reduce demands on IT with centralized authentication and reduced password fatigue for employees. Users can access applications easily using single sign-on.
- Enhance security by leveraging enterprise-grade identity management capabilities that integrate with your existing solutions.
Single sign-on capability streamlines the user experience while enhancing security. This improves productivity by allowing quick, secure access to Bill.com.
Product Support for Customizing Your Bill.com Experience
We provide resources to help you customize your Bill.com account and answer any questions you may have while personalizing your experience.
Troubleshooting Customization Challenges
If you encounter any errors or issues when attempting to customize your Bill.com dashboard and account settings, here are some tips for troubleshooting:
- Carefully review any error messages and make sure you understand what may be causing the problem. Error messages often provide useful clues.
- Check Bill.com's knowledge base for help articles related to customization, personalization, and account management. Search for your specific error or issue.
- Clear your browser cache and cookies and try customizing your dashboard again. Sometimes temporary internet files can cause problems.
- Try using a different web browser or device. Issues may be browser-specific.
- As a last resort, contact Bill.com customer support for troubleshooting assistance. Provide details on the specific issue you are facing.
If none of those steps resolve your customization challenges, our support team is ready to help identify solutions.
Utilizing Support Resources for Personalizing Experience
To learn best practices for customizing your Bill.com account and personalizing your user experience, take advantage of these valuable support resources:
- Bill.com's knowledge base offers a searchable database of help articles covering account setup, dashboard configuration, user settings, and more.
- The community forums enable you to ask questions and get answers from Bill.com experts and other experienced users.
- Webinars and training are available to teach you customization basics and advanced tips.
- For personalized assistance, contact Bill.com customer support via email, chat, or phone.
Leveraging those support channels helps ensure you customize your Bill.com account properly for peak efficiency and productivity. Let us know if you have any other questions!
Maximizing Your Bill.com Experience: Conclusion
In closing, customizing your Bill.com dashboard is easy and enables you to maximize efficiency by personalizing it to your accounting workflows and preferences.
Recapping the Customization Journey
Customizing your Bill.com dashboard provides significant benefits:
- Tailor the layout and content to match your needs and preferences
- Highlight key reports, tools, and workflows
- Remove clutter and unused features
- Improve visibility of critical data
- Streamline navigation between key pages
By taking a few minutes to set up a personalized dashboard, you can optimize your daily accounting experience.
Next Steps to Maximize Tax Deductions and Efficiency
Now that you know how to customize your dashboard:
- Log into your Bill.com account and set up your ideal layout
- Explore additional customization options under "Settings"
- Check out advanced features like rules-based workflows
- Reach out to support if you need any help
With a dashboard that matches your needs, you can work more efficiently, spot issues quicker, and maximize tax deductions - ultimately saving time and money.
