| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 752 |
| Technical Name |
bill_dotcom_integration_sit |
| License | OPL-1 |
| Website | https://silentinfotech.com |
| Versions | 14.0 16.0 15.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 752 |
| Technical Name |
bill_dotcom_integration_sit |
| License | OPL-1 |
| Website | https://silentinfotech.com |
| Versions | 14.0 16.0 15.0 |
Odoo-Bill.com Integration
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Odoo-Bill.com integration is a way to streamline and automate financial processes for businesses.
Bill.com is a cloud-based platform that simplifies bill payment, invoicing, and cash flow management,
while Odoo is a ERP software that integrates various business functions like accounting, sales, inventory, shipping, procurement, project management, manufacturing and more.
-
By integrating Bill.com with Odoo, businesses can enjoy a seamless flow of data between
Odoo and Bill.com, eliminating the need for manual data entry and reducing errors.
This integration allows for the automatic transfer of payment information including payment approvals,
payment scheduling, and vendor payment details. Additionally, invoices created Odoo can be easily
with Bill.com, making it easy to track and manage payments.
-
This integration helps businesses to save time and money.
Instead of managing financial tasks manually, businesses can automate many of these tasks,
freeing up time for more important tasks. This integration also helps businesses to improve
accuracy and reduce the risk of errors associated with manual data entry.
-
Overall, integrating Bill.com and Odoo provides businesses with a comprehensive solution for
managing financial operations including accounts payable, accounts receivable, and cash flow management.
It simplifies financial processes, increases efficiency, and provides real-time insights into financial
performance of business.
Supported Editions
Community
Enterprise
Odoo-Bill.com Integration module supports both editions of Odoo, Community and Enterprise as well.
Features
Search Sync Bill In Odoo: With the integration, users can effortlessly search for and retrieve vendor bills that have been synced from Bill.com within the Odoo platform. This feature provides quick access to bill details, payment statuses, due dates, and associated documents, enabling efficient bill management and tracking within Odoo.
Search Sync Bill In Odoo: With the integration, users can effortlessly search for and retrieve vendor bills that have been synced from Bill.com within the Odoo platform. This feature provides quick access to bill details, payment statuses, due dates, and associated documents, enabling efficient bill management and tracking within Odoo.
Vendor Bill Sync And Its Status: The integration enables the synchronization of vendor bills and their respective statuses between Odoo and Bill.com. This ensures that the information regarding vendor bills, including due dates, amounts, and payment statuses, remains up-to-date and consistent across both systems.
Search Sync Vendor In Odoo: The integration provides a search functionality within Odoo that allows users to easily find and retrieve vendor information that has been synced from Bill.com. Users can conveniently access vendor details, transaction history, and associated documents directly from Odoo.
Vendor Bank account sync: With the integration, businesses can sync the bank account of a particular vendor with Bill.com, making it easier to manage accounts payable.
Selective Bill Synchronization: Businesses can select bills to be synced with Bill.com, and can also unsync any bills that are not needed in Bill.com.
Bill payment sync: The integration allows for the synchronization of bill payment data from Bill.com to Odoo, making it easier to manage accounts receivable.
Vendor updates: The integration allows for the synchronization and updating of vendor details from Odoo to Bill.com.
How to Install
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Go to the Odoo Apps and find the Odoo-Bill.com Integration module then Install it.
How Bill.com-Odoo Integration works
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Go to the SETTINGS app in the Odoo, then find the Bill.com Configurations section.
Now, enter the credential of your Bill.com account like Username, Password, Developer Key,
Organization Key, Base URL and User Id. Once all credentials are added, SAVE the setting and
test the Connection to Authenticate it.
Sync Vendors
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Open the Accounting app
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Go to the Navigation bar and click on Vendors.
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Select Vendors from the drop-down menu.
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Select the Vendor/Vendors you want to sync to bill.com.
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Click on Action
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Select sync to bill.com
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By following these steps, you can easily sync Vendor/s to bill.com via this module.
Sync Bills
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Open the Accounting app
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Go to the Navigation bar and click on Vendors.
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Select Bills from the drop-down menu.
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Select the Bill or Multiple Bills you want to sync to Bill.com.
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Click on Action
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Select Sync bill to bill.com
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One thing to remember here is that the bills from Odoo that you want to sync in bill.com, the vendors of that particular bill must be synced with bill.com.
Sync Bank Account
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Open the profile of the vendor whose bank account you want to sync to bill.com.
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Go to the Accounting section.
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Click on View account detail. (You can find it bottom)
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Add Bank Account Details of Vendor and SAVE it.
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Now, back to the Accounting section in Vendors profile. You can find the SYNC ACCOUNT button. Click over it & that is it.
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By following this process, Vendors Bank Account is synced easily to bill.com.
Sync Bill Status
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Go to your Bill.com Account and Open Bills section.
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Make Payment of bill/bills.
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Go to your Odoo Account.(Open the Accounting App.)
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Go to the Navigation bar and Click on Configuration -> Select Bill Sync Scheduler.
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Configure Automatic Action and wait till automatic action happens or Click on RUN MANUALLY.
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Go to the Bills page and Select the particular Bill which you have made payment on Bill.com and see the Sync Bill Status as follows.
Update Bills / Vendors
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You can easily update bills by selecting a particular bill or multiple bills at once. For that Click on Actions, and Select Update Bills to bill.com
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Vendors update process is as same as mentioned above.
Search Synced Bills In Odoo
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Go to the Accounting > Vendors > Bills in Odoo.
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Click on Filter -> Select Synced with Bill.com
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By doing this, Only those bills will show which are synced to bill.com.
Search Synced Vendors In Odoo
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Go to the Accounting > Vendors > Vendors in Odoo.
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Click on Filter -> Select Synced with Bill.com
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By doing this, Only those Vendors will show which are synced to bill.com.
If you have any query related to this module, you can simply click on the icon shown below and reach out to our support team.
Notes
For Integration with Bill.com, the customers(who bought our Bill.com Integration App), will have to get an API key from Bill.com to integrate Bill.com with their Odoo instance. Please get Bill.com API before purchasing this Odoo Module.
https://silentinfotech.com
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Odoo-Bill.com Integration
Odoo-Bill.com integration is a way to streamline and automate financial processes for businesses. Bill.com is a cloud-based platform that simplifies bill payment, invoicing, and cash flow management, while Odoo is a software that integrates various business functions like accounting, sales, inventory, shipping, procurement, project management, manufacturing and more.
By integrating Bill.com with Odoo, businesses can enjoy a seamless flow of data between Odoo and Bill.com, eliminating the need for manual data entry and reducing errors. This integration allows for the transfer of payment information including payment approvals, payment scheduling, and vendor payment details. Additionally, invoices created Odoo can be easily synced with Bill.com, making it easy to track and manage payments.
This integration helps businesses to save time and money. Instead of managing financial tasks manually, businesses can automate many of these tasks, freeing up time for more important tasks. This integration also businesses to improve accuracy and reduce the risk of errors associated with manual data entry.
Overall, integrating Bill.com and Odoo provides businesses with a comprehensive solution for managing financial operations including accounts payable, accounts receivable, and cash flow management. It simplifies financial processes, increases efficiency, and provides real-time insights into financial performance of business.
Configuration
Goto the Settings app in the Odoo, then find the Bill.com Configurations section. Now, enter the credential of your Bill.com account like Username, Password, Developer Key, Organization Key, Base URL and User Id. Once all credentials are added, SAVE the setting and test the Connection to Authenticate it.
Usage
Open the “Accounting” app. ->Go to the Navigation bar and click on Vendors. ->Select “Vendors” from the drop-down menu
Select the Vendor/Vendors you want to sync to bill.com. ->Click on “Action” ->Select “sync to bill.com”
Open the “Accounting” app. ->Go to the Navigation bar and click on Vendors. ->Select “Bills” from the drop-down menu.
Select the Bill or Multiple Bills you want to sync to Bill.com. ->Click on “Action”. ->Select “Sync bill to bill.com”
Open the profile of the vendor whose bank account you want to sync to bill.com. ->Go to the Accounting section. ->Click on “View account detail”. (You can find it bottom)
Add Bank Account Details of Vendor and SAVE it.
back to the Accounting section in Vendor’s profile. You can find the “SYNC ACCOUNT” button. Click over it & that’s it.
By following this process, Vendors’s Bank Account is synced easily to bill.com.
Go to your Bill.com Account. ->Open Bills section. ->Make Payment of bill/bills. ->Go to your Odoo Account. ->Open the “Accounting” App.
Go to the Navigation bar and Click on Configuration. ->Select Bill Sync Scheduler.
You can easily update bills by selecting a particular bill or multiple bills at once. For that Click on Actions, and Select Update Bills to bill.com.
Go to the Accounting > Vendors > Bills in Odoo. ->Click on Filter. ->Select Synced with Bill.com.
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