Organization object represents a unique legal entity i.e. a company. Other business objects such as
BankAccount fall under the
The organization operations API provides a wide range of services.
|Retrieve details about a specified bank account. BILL encrypts and securely stores bank account and routing number information.|
Note: Money movement to and from actual bank accounts is not available in sandbox.
See Retrieve organization bank account for more information.
|Retrieve the current bank balance in the organization’s default bank account.|
This bank balance value is synced with your choice of accounting software (Intuit QuickBooks Online, Intuit QuickBooks Desktop, Xero, and Sage Intacct).
See Retrieve organization bank balance for more information.
|Set the current bank balance value that is synced with your choice of accounting software (Intuit QuickBooks Online, Intuit QuickBooks Desktop, Xero, and Sage Intacct).|
See Set organization bank balance for more information.
|Retrieve a money movement object. Money movement in your BILL organization refers to funds transferred to pay a bill or to receive a payment for an invoice.|
See Retrieve money movement information for more information.
|Create and manage organization users. A BILL organization user can perform operations depending on their user role profile (Administrator, Accountant, Approver, Clerk, Payer, Custom).|
See Create a user for more information.
|Retrieve a user role profile. A user role profile defines roles and permissions assigned to each user role. A user can be assigned only one role. You can set user profiles with the BILL web app.|
See Retrieve a user role profile for more information.
|Retrieve the list of permissions for a user role profile.|
See Retrieve role profile permissions for more information.
|Accounts tracking||You can create and manage different accounts tracking objects when syncing with your choice of accounting software.|
The accounts tracking API includes Chart of accounts, Accounting class, Departments, Employees, Items, Jobs, Locations, and Payment terms.
As an organization user, you can perform additional operations.
|Upload a document to your BILL Inbox.|
You can also attach the document to different BILL objects - bill, invoice, vendor, customer, vendor credits, bill payments, invoice payments, or chart of accounts.
See Upload documents to BILL for more information.
|Retrieve a document that is attached to a BILL object.|
You can retrieve documents attached to different BILL objects - bill, invoice, vendor, customer, vendor credit, bill payment, invoice payment, or chart of accounts.
See Retrieve a document for more information.
|Add a note to a BILL object, such as a bill or invoice.|
See Add a note for more information.
|List all notes that are added to a BILL object, such as bill or invoice (with |
See List notes for more information.
Updated 4 months ago