BILL for Spenders

Intro here

With BILL Spend & Expense, you’ll never have to worry about saving your receipts for accounting at the end of the month and you can request funds from your manager on the fly. With Spend & Expense, it is easy to track all of your company-related spending from our user-friendly mobile app.

1. View Your Spend & Expense Account - Once you have been given access to Spend & Expense, your admin will send you an invitation email that will let you create your password and log in. If you have not received that email yet, reach out to your admin.
2. Download the Mobile App - The Spend & Expense mobile app is your most useful resource with all things Spend & Expense (Android and iOS). To keep your financial information secure, we use three-factor authentication. This helps prevent fraudsters from gaining unauthorized access to your money. Learn more about three-factor authentication.
3. Activate Your Physical Card - Once you have logged in to your account and received your physical BILL Divvy Corporate Card, you need to activate your card to start spending. Learn how to activate your physical card.
   1. Note: If your card still says “Not Activated” after either of these methods, try refreshing the app by logging out and re-entering credentials. Refer to our step-by-step activation instructions here.
4. View Your Transactions - Once you have made your first transaction on either a virtual card or your physical card, you will see the transaction immediately on the Transactions tab. Until you have uploaded a receipt for your transaction and have completed the required fields, you’ll notice the yellow Incomplete tag on your transactions. To complete a transaction, you will need to upload a picture of your receipt as well as fill out all of the required fields related to your transactions. On the web, your transactions can be filtered by date, budget, and transaction status, among other options. This allows you to quickly review your transactions and ensure that they are legitimate and have been completed. Learn more about completing transactions here.
5. Understand Budgets - In order to spend with physical or virtual cards in Spend & Expense, you need to be a member of a budget with funds assigned to you from within that budget. When you press the Budget icon on the bottom of the screen on mobile, you will see a list of the budgets you are a member of, as well as how much money is available to you within each budget. Before you swipe your physical card to make a purchase, make sure your active budget has been selected. The mobile app defaults to the budget with the most funds available so make sure the budget you would like to pull funds from is selected before you spend. Keep in mind, you can always choose the correct budget later by clicking on the transaction, but this only works if you have funds available in the budget you would like to change to. If you have not been assigned to a budget, contact your admin.
6. Request Funds - Let’s say that none of your budgets have sufficient funds available for a purchase you need to make. Don’t worry, all you need to do is request funds. Learn how to request funds.
7. View Alerts and Notifications - When a funds request has been approved, you’ve been added to a budget, or a new incomplete transaction needs your attention, you will receive a notification on your mobile device. To take action from the notification, click on the notification on your mobile device. You will be redirected to the Spend & Expense app for more information. In the event you dismiss the notification, you can also navigate to your alerts on the mobile app to see an alert history:
8. Edit User Profile - Lastly, you may want to edit your personal data or personalize your Spend & Expense experience by updating your profile picture. Learn how to view and edit your personal information on the Spend & Expense mobile app.