Organization

The Organization object represents a unique legal entity i.e. a company. Other business objects such as User and BankAccount fall under the Organization object.

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Organization overview

Organziation operations

The organization operations API provides a wide range of services.

API

Description

/BankAccount.json

Retrieve details about a specified bank account. Bill.com 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.

/GetBankBalance.json

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.

/SetBankBalance.json

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.

/MoneyMovement.json

Retrieve a money movement object. Money movement in your Bill.com 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.

/User.json

Create and manage organization users. A Bill.com organization user can perform operations depending on their user role profile (Administrator, Accountant, Approver, Clerk, Payer, Custom).

See Create a user for more information.

/Profile.json

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.com web app.

See Retrieve a user role profile for more information.

/GetProfilePermissions.json

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.

Other operations

As an organization user, you can perform additional operations.

API

Description

/UploadAttachmet.json

Upload a document to your Bill.com Inbox.

You can also attach the document to different Bill.com objects - bill, invoice, vendor, customer, vendor credits, bill payments, invoice payments, or chart of accounts.

See Upload documents to Bill.com for more information.

/GetDocumentPages.json

Retrieve a document that is attached to a Bill.com object.

You can retrieve documents attached to different Bill.com objects - bill, invoice, vendor, customer, vendor credit, bill payment, invoice payment, or chart of accounts.

See Retrieve a document for more information.

/SendMessage.json

Add a note to a Bill.com object, such as a bill or invoice.

See Add a note for more information.

/ListMessage.json

List all notes that are added to a Bill.com object, such as bill or invoice (with /SendMessage.json).

See List notes for more information.


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