Bill.com integration

Cross-border payments are the usual trigger

Bill.com tends to get adopted by Canadian businesses once they are paying US suppliers or getting paid by US customers alongside their domestic CAD activity, and juggling that manually across two currencies in a spreadsheet stops working. We connect Bill.com to the accounting platform and configure it to handle both currencies without the exchange rate becoming a monthly guessing game.

What setup covers

Bill.com gets connected to QuickBooks Online, Xero or Sage 50, and the approval hierarchy gets configured to match whoever actually signs off on a payment inside the business, not a default workflow that lets a bill through the wrong person. Vendor and customer records get imported and matched to existing accounts rather than duplicated, and payment runs get scheduled and synced back to the general ledger so the bank feed and the ledger agree.

Approval stays with you

You approve every payment. We configure the workflow and prepare payment runs, but the final decision to release a payment stays with your team, which matters for a Canadian business that wants Bill.com to speed up the process without handing over control of who gets paid.

Aging and GST/HST on payables

Aging reports get reviewed each period for overdue payables and receivables, and where a supplier invoice carries GST/HST, that amount gets coded correctly on the payables side so the input tax credit is captured rather than lost in a lump-sum bill entry. Vendor terms and early-payment discounts get flagged during that same review, since a discount missed because a bill sat unpaid past its window is money left on the table for no reason other than a workflow that was not being watched closely enough.

Fewer surprises at reconciliation time

Because payment runs sync back to the general ledger as they happen rather than in a batch at month end, the bank feed and the ledger stay aligned through the period. That matters most for a growing Canadian business juggling domestic suppliers on net-30 terms alongside a handful of US vendors invoicing in a currency that moves against the Canadian dollar week to week.