We have added a new recipe for showcasing how you can set up a Spend & Expense custom field and then tag transactions with the created custom field. See Spend & Expense transaction management in the Recipes section for more information.
We have introduced a set of API endpoints for the Spend & Expense custom field operations. A custom field enables you to categorize transactions in a budget based on policies and projects in your organization.
| Operation | API endpoint |
|---|---|
| Create a custom field | POST /v3/spend/custom-fields |
| Get list of custom fields | GET /v3/spend/custom-fields |
| Get custom field details | GET /v3/spend/custom-fields/{customFieldId} |
| Update a custom field | PATCH /v3/spend/custom-fields/{customFieldId} |
| Delete a custom field | DELETE /v3/spend/custom-fields/{customFieldId} |
| Create custom field values | POST /v3/spend/custom-fields/{customFieldId}/values |
| Get list of custom field values | GET /v3/spend/custom-fields/{customFieldId}/values |
| Get custom field value details | GET /v3/spend/custom-fields/{customFieldId}/values/{customFieldValueId} |
| Delete custom field values | DELETE /v3/spend/custom-fields/{customFieldId}/values |
| Update custom field and values for a transaction | PUT /v3/spend/transactions/{transactionId}/custom-fields |
| Get custom field details for a transaction | GET /v3/spend/transactions/{transactionId}/custom-fields |
| Get custom field value details for a transaction | GET /v3/spend/transactions/{transactionId}/custom-fields/{customFieldId}/values |
We have introduced a set of API endpoints for getting card account information. With these new endpoints, you can get details about the card accounts that have been set up as funding accounts in your organization.
| Operation | API endpoint |
|---|---|
| Get list of card accounts | GET /v3/funding-accounts/cards |
| Get card account details | GET /v3/funding-accounts/cards/{cardAccountId} |
The payment.updated webhook notification now includes more information.
| Field | Description |
|---|---|
vendor | Vendor information. This includes vendor id and name. |
billingType | A payment object is created for each payment. billingType is the source of the payment object creation.- BDC: Payment made with the BILL web app or BILL API- BILL_AUTOPAY: Payment made with the BILL autopay feature- NET_SYNC_FROM_ONLINE_PAYMENT: Payment made outside BILL with the sync feature to a BILL customer- NET_SYNC_FROM_OFFLINE_PAYMENT: Payment made outside BILL with the sync feature to a customer outside BILL- RECURRING_PAYMENT: Payment made for a recurring bill |
See Payment notification payloads for more information.
We have updated the webhooks events catalog to include the autopay.failed event. You can now set up subscriptions to receive notifications for the new event.
See Vendor auto-pay notification payloads for more information.
You can now create multiple vendors with a single POST /v3/vendors/bulk API call. You can create up to 20 vendors with one POST /v3/vendors/bulk request.
See POST /v3/vendors/bulk in the API reference for more information.
We have introduced a new MFA step-up for API session (POST /v3/mfa/step-up) endpoint.
Ideally, when you sign in with POST /v3/login, set rememberMeId and device in your request to generate an MFA-trusted API session.
In case you sign in without rememberMeId and device in your request, you can use this POST /v3/mfa/step-up endpoint to mark the current API session as MFA trusted.
NOTE
In addition, we have added a new field in the API login endpoint response. You now see a
trustedfield in the response. This field is set astrueif the current API session is MFA-trusted.
See POST /v3/mfa/step-up in the API reference for more information.
When you create a vendor with vendor bank account information, BILL has restrictions for updating this bank account information. To stay consistent with this BILL policy, we have removed the ability to update vendor bank account information with the Update a vendor (PATCH /v3/vendors/{vendorId}) endpoint.
At the same time, we have introduced a set of endpoints for vendor bank account operations. You can now add and manage vendor bank account information with a dedicated set of endpoints.
NOTE
To update vendor bank account information, you must first delete the existing vendor bank account (with
DELETE /v3/vendors/{vendorId}/bank-account), and then create a new vendor bank account (withPOST /v3/vendors/{vendorId}/bank-account) with the updated information.
| Operation | API endpoint |
|---|---|
| Create a vendor bank account | POST /v3/vendors/{vendorId}/bank-account |
| Get vendor bank account details | GET /v3/vendors/{vendorId}/bank-account |
| Delete a vendor bank account | DELETE /v3/vendors/{vendorId}/bank-account |
We have introduced a new Get funding account permissions (GET /v3/funding-accounts/permissions) endpoint. You can now get the funding account permissions available for the current organization and current organization user.
See GET /v3/funding-accounts/permissions in the API reference for more information.
We have introduced a new Get list of MFA phone numbers (GET /v3/mfa/phones) endpoint. You can now get a list of phone numbers that have been added for setting up MFA in the current organization.
See GET /v3/mfa/phones in the API reference for more information.