Learn how AI can help with vendor management.
AI will automatically pull essential vendor details such as the vendor's address, phone number, the contact's email and any other important information from an uploaded document, and automatically populate the information into a new vendor's record for you to save.
From the Inbox: If AI detects the vendor on a document in your inbox is a new vendor, you'll see a section above the document, giving you the option to create the new vendor. Select Create vendor to open a vendor creation window with the details from the document pre-populated.
If AI detects the vendor matches a vendor in the BILL network, we'll give you the option to Connect to vendor. If you select to connect, we'll create the vendor record automatically and send the connection invite. Once the vendor accepts, you'll be able to send ePayments over the network if they've added a valid bank account.
From a manual vendor add workflow: If you start to manually add a vendor, you'll see the option to upload a document (invoice, W-9, etc.) to help populate vendor info. Upload a document and AI will detect vendor info then pre-populate in the vendor record. Edit as needed, make sure all required fields are completed, and save.
Things to know
- You cannot put a vendor on hold. You can Archive a vendor, which retains the bill and payment history but doesn't allow you to send new payments. When you'd like to resume payments, you can Restore an archived vendor.
- The maximum number of characters that will print in the pay to/payee field of a check is 60
- Per federal regulations, a full address will be required to be added to a vendor record before a payment can be made to that vendor
- An email address is also required for every vendor to help prevent fraud and maintain the accuracy of our payment network