Money movement is enabled in the production environment. To make Payments via APIs, Users must have authority and permissions to manage payments within Bill.com.
Adding a bank account
Before you start paying Bills, you need to set up your bank account information. This needs to be done via the Bill.com User Interface.
Follow the steps given in the following help center articles:
- If you have online banking enabled, see Adding a bank account with online banking.
- If you don't have online banking, see Adding a bank account by manual entry.
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.
Once the verification is complete, the user can access and manage banking details. At least one user in the organization needs to be verified when adding the bank information. 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.