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.

APIDescription
/BankAccount.jsonRetrieve 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.
/GetBankBalance.jsonRetrieve 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.jsonSet 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.jsonRetrieve 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.
/User.jsonCreate 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.
/Profile.jsonRetrieve 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.
/GetProfilePermissions.jsonRetrieve the list of permissions for a user role profile.

See Retrieve role profile permissions for more information.
Accounts trackingYou 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.

APIDescription
/UploadAttachmet.jsonUpload 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.
/GetDocumentPages.jsonRetrieve 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.
/SendMessage.jsonAdd a note to a BILL object, such as a bill or invoice.

See Add a note for more information.
/ListMessage.jsonList all notes that are added to a BILL object, such as bill or invoice (with /SendMessage.json).

See List notes for more information.