Bill.com's API Login Requirements depend on User Permissions and Authorization via API. To make Payments via API, User must have authority and permissions to manage payments within Bill.com.
Add bank account
The API can set up a bank account to send/receive payments for authorized bills. Part of the setup includes assigning access (see User role profiles and available permissions). When configured, bills can be managed with proper financial controls.
User role profiles and permissions work identically on stage and production environments. In order to add bank information or manage payments via API, the user must be granted the user Role profiles / Permissions to do so.
Regardless of account type (sandbox or production), the user that adds new bank accounts (and the user that manages the bank account) must follow a personal verification process.
Identity questions personal to the individual are pulled from public records. This service asks questions only that person would know. This security process ensures that a generic user could not pass the verification process.
When verification is complete, the user can access and manage banking details. This process is required once for the user. After a user is authorized with proper role profiles/permissions, other users can be nominated to manage bank account activities.
Bank account setup
In the Production environment, a test transaction is sent 1-2 business days after the bank account is added. This is an extra safety process to ensure the correct bank account details are linked to Bill.com.
In the Stage Sandbox environment, no actual money activity occurs. Read Bank Verification for Sandbox Accounts for more details on setup and management.
- Set up a bank account in Bill.com
- Complete bank account verification
- Update bank account information
- Details when a bank account is marked invalid
- Remove Bank Account Blocks