Configuring the Bill.com connector

Once you have signed up for the connector, your Brightpearl Consultant will provide login credentials to the Brightpearl-to-Bill.com web application. From within this web app, you can specify which accounts are being connected, configure field mapping between the systems and view synced data and integration logs. Your Brightpearl Consultant will work with you to configure these settings. It is highly recommended to involve your accountant or bookkeeper.

Once logged in to the web app, all settings can be accessed via the left-hand menu.

Account Settings

Within Account Settings, you will find two sub-menus for Brightpearl settings and Bill.com settings. Each contain their own sub-menus for Accounts and Default configuration.

Brightpearl settings - Accounts

Here you control which Brightpearl account(s) are connected to the connector.

Brightpearl settings - Default configuration

New configurations can be added by clicking the 'Add new configuration button'. Clicking the 'Edit' button opens up a window where the following Brightpearl configuration settings can be entered or updated:

Field

Description

Brightpearl ID

The account ID you use to log into Brightpearl

Default warehouse

Select the name of your default warehouse from the dropdown

Purchase cost for product

Select the code of your default cost price list from the dropdown

Sale cost for product

Select the code of your default retail price list from the dropdown

Default payment method

Select your default payment method from the dropdown

Default currency

Enter the three-digit ISO code for the base currency of your Brightpearl account

Default tax code

Select your default tax code from the dropdown

Default Nominal Code

Select your default nominal code from the dropdown

Fetch purchase order status

Enter the purchase order status(s) on which you want the PO in Brightpearl to be posted to Bill.com

Default channel

Enter the channel name(s) from Brightpearl that should be synced with Bill.com

Bill.com settings - Accounts

Here you control which Bill.com account(s) are connected to the connector.

Bill.com settings - Default configuration

New configurations can be added by clicking the 'Add new configuration' button. Clicking the 'Edit' button opens up a window where the following Bill.com configuration settings can be entered or updated:

Field

Description

Bill.com ID

Your Bill.com account ID

Default nominal code

The nominal code to use in Bill.com where the code in Brightpearl has not been mapped in the 'Nominal code mapping' settings (described below)

Mapping

Mapping allows you to configure how data from Brightpearl translates to data in Bill.com and vice versa. Mapping can be accessed via the left-hand menu of the web app.

Payment mapping

Here you can map payment methods from Brightpearl to their corresponding Bill.com bank account(s). If you haven't set up your payment methods in Brightpearl yet, you can do this in the backoffice at Settings > Company > Payment methods. Read more about setting up payment methods here.

The default payment method from the settings discussed above will be used if any banks haven't been mapped, so remember to map any new bank accounts that are added to Bill.com in the future!

Nominal code mapping

Here you can map nominal codes from your Chart of Accounts in Brightpearl to their corresponding Bill.com nominal code. Codes can be added in Brightpearl's backoffice at Accounting > Chart of accounts. Read more about the Chart of Accounts here.

Please make sure that you have mapped all active nominal codes that may be used on purchase orders, and remember to add new mappings to the connector should you add new nominal codes in the future! An example of the nominal code mapping is shown below:

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