Introduction
This guide outlines the process for linking your Bill.com account with Anrok. This will allow you to automatically synchronize transactions and update sales tax to your Bill.com invoices.
Important
Due to external limitations, the Anrok integration with Bill.com uses polling to periodically import new transactions into Anrok and update tax amounts in Bill.com for relevant invoices. Because of this integration structure, you may notice minor delays in taxes being updated on your open invoices. The delay in tax being added should generally be under 30 minutes; if you see otherwise, feel free to contact support@anrok.com so we can confirm the integration is working as expected for your account.
Step 1
Invite Anrok as a user
For Anrok to send API requests to your Bill.com account, you will need to invite Anrok as a user on your Bill.com account. This will ensure that Anrok and Bill.com can communicate effectively once the integration has been established.
Note
As an alternative to this step, you use an existing Admin-level account and enter your Admin account's username and password when connecting to Bill.com in Step 5.
Try inviting Anrok as a user in the demo above ☝️
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In the BILL app
, go to Settings > Roles & Permissions > Users. Take me there!
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Click New, then enter the following information:
-
First name — enter
Anrok. -
Last name — enter
Integration. -
Email — enter
billing-integration-support@anrok.com.
-
First name — enter
- Next to Role, click the drop-down box, then select Administrator.
- When you are finished, click Save.
Step 2
Create a Tax item
For Anrok to add the calculated sales tax to your Bill.com invoices, Anrok requires you to create a Tax item in your Bill.com account. Anrok will then add its calculated sales tax as a line item on your invoice.
Try creating a Tax item in the demo above ☝️
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In the BILL app
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Click New, then fill with the following information:
- Type — select Service.
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Name — enter
Tax.
- When you are finished, click Save.
Note
When you see this item later in Anrok in the list of items to provide tax configurations, you can select N/A.
Step 3
Locate your Tax item ID
Once you’ve created a Tax item, Anrok will then require you to provide the Tax item’s ID to complete the integration process.
Try locating your Tax item ID in the demo above ☝️
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In the BILL app
- Under Items, select the Tax item.
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Control-click the Pencil button
in the top-right corner, then click Copy Link Address.
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In the copied URL, locate the Tax item's ID. It will look like this example:
us.bill.com/InvoiceProduct?id=0ii02KCLYSWRHSNj3on0&e=1.
Step 4
Locate your Organization ID
To import your product pricing catalog and ingest your historical transactions, Anrok requires you to provide the Organization ID of your Bill.com account.
Try locating your Organization ID in the demo above ☝️
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In the BILL app
- Select Details, then click Details.
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Control-click the Pencil button
- In the copied URL, locate the Organization ID. It will look like this example:
us.bill.com/Organization?id=00802UJUWWLHLEP23m99&e=1.
Step 5
Connect to Bill.com
The first step of integrating with Bill.com will be connecting directly to your Anrok account. During this process, you must align your accounting time zone and provide the credentials associated with your Bill.com account.
Try connecting to Bill.com in the demo above ☝️
-
In the Anrok app
, go to Data sources. Take me there!
- Select Integrate system, then under Accounting time zone, select the time zone that matches your Bill.com account (or select UTC if you don't know which time zone to select).
- Under Data source, select Bill.com, then enter your Tax Item ID and Organization ID.
- When you are finished, click Connect.
Step 6
Add your Bill.com items as product IDs
In Anrok, your Bill.com items will be called product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product.. These product IDs are the key driver for calculating taxability. It's important that you add your current and previous Bill.com products into Anrok. See What are product IDs?
Try adding your Bill.com items in the demo above ☝️
- Under New products detected, select a corresponding Product type and Tax category for each product detected. See Select a tax configuration.
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If you'd like to assign a Product type and Tax category to multiple products at once, click the checkbox
next to each product, then select Batch assign.
- When you are finished, scroll down and click Add products.
Step 7
Import your Bill.com transactions
Now that you've assigned all of your product IDsProduct ID
They describe the specific product or service that was sold to your customer. Product IDs are passed to Anrok from your billing system as the product(s) you are including on the invoice.
Each product ID you sell must be mapped to a corresponding tax configuration in Anrok, which signals what taxability ruleset to apply to the product., you can now begin importing your historical transaction from Bill.com into Anrok.
Try importing your Bill.com transactions in the demo above ☝️
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Under Select transactions to import, select one of the following options:
- Import all past transactions — all transactions will be imported into Anrok. This will result in a complete picture of your economic nexus exposure.
- Import transactions from a specific date — some past transactions will not be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure to date.
- Continue without importing past transactions — none of your historical transactions will be imported into Anrok. This may result in an incomplete picture of your economic nexus exposure.
- Select Import transactions (or Mark as finished depending on your previous selection).
- When your transactions have finished importing, select Mark complete.
Note
Before you begin creating and editing invoices, you will need to make sure your Bill.com account has been properly configured for tax calculation. Check out how to configure your Bill.com account.