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Send your items to Bill.com

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Setting up "Send to Bill.com"

Do you have a Bill.com account? We’ve made it easy to connect one or more of your Bill.com organizations to your Earth Class Mail account. Just follow the simple steps below.

Connect ECM and Bill.com Accounts

We'll take you to Bill.com to connect with your ECM account:

  • When logged in to your ECM account, click Settings in the bottom left corner
  • Select "Integrations"
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  • Click "Connect to Bill.com"
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  • A browser window should open to Bill.com.  Log into your Bill.com account
  • Click the gear icon in the top right corner
  • Navigate to the “Apps”
  • Click "View All"
  • Select the “Earth Class Mail app”
  • Click “Connect”
  • Choose to sign up for a new ECM account or log in to an existing one.
  • Your accounts have been linked successfully!

 

Check out the walkthrough video for a step-by-step guide:

Remember, if you have any questions we’re happy to help. Our live customer support is standing by.

 

Send scanned documents to Bill.com

  • From the ECM MailRoom, select the items you'd like to send
  • Click the "Share" dropdown and select "Bill.com"
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  • Then select the Bill.com account you want to send to (if more than one account integration exists)
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  • Review your selections and click "Approve" to confirm
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To confirm an item has been successfully sent to Bill.com, select the item and check the "History" from the item Overview tab or the item Details view.  The History will read "Requested send to cloud storage Bill.com (selected account name)..."

 

Disconnect ECM and Bill.com Accounts

Navigate from within your ECM account:

  • While logged in to your ECM account, click Settings in the bottom left corner
  • Select "Integrations"
  • Under "Connected Accounts" find the Bill.com account you wish to remove and click "Manage"
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  • Log in to your Bill.com account
  • Click the gear icon in the top right corner
  • Navigate to the “App Center”
  • Select the “Earth Class Mail app”
  • Click “Setup”
  • Click “Disconnect”
  • You should see a notification informing you the accounts have been disconnected
  • The Bill.com account should no longer be displayed under "Connected Accounts" in ECM Settings > "Integrations"

Remember, if you have any questions we’re happy to help. Our live customer support is standing by.

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