Subsidiary Dashboard

For OneWorld accounts, use the Subsidiary Dashboard to review subsidiary readiness for Intelligent Payment Automation (IPA). See which subsidiaries are enabled, which are eligible but not enabled, and which ones are rejected or deactivated by BILL.

The following lists the Subsidiary Dashboard's subtabs and their description:

Enabled - Shows subsidiaries that are enabled for IPA.
Not Enabled - Shows subsidiaries that qualify for IPA but aren't enabled yet or those whose setup is incomplete.
Rejected - Shows subsidiaries whose applications were rejected or deactivated by BILL.

Tips when using the Payment Dashboard:

The Actions column of the Enabled subtab changes depending on status of your subsidiary setup. If you've completed the three-step signup process, the Set Up and Resume button are replaced with the Payables and View button.
From the Subsidiary Dashboard, you can go directly to the Payables page to process payments when you click Payables next to a subsidiary.
You can also go directly to the Payment Dashboard of a subsidiary when you click View.

Viewing Enabled Subsidiaries

From the Subsidiary dashboard, you can see which subsidiaries are enabled for IPA.

To view subsidiaries enabled for IPA:

Go to Payment Automation > Payment Dashboard > View.
On the Subsidiary Dashboard, click Enabled.
Click the available button in the Actions column beside the Subsidiary Name to perform the following:
- Payables - Opens Payables page for that subsidiary.
- View - Opens the Payment Dashboard for that subsidiary.

Viewing Subsidiaries with Incomplete Setup

You can directly view the list of qualified subsidiaries that have a BILL setup that aren't enabled for IPA in the Subsidiary Dashboard. From the dashboard, you can also choose to start or continue the setup for your subsidiary.

To view and update subsidiaries not yet enabled for IPA:

Go to Payment Automation > Payment Dashboard > View.
On the Subsidiary Dashboard, click the NotEnabled subtab to view the subsidiaries not yet enabled for IPA.
For each subsidiary, you can view the status of each step of the sign-up process.

Click the button in the Actions column beside the Subsidiary Name you want to set up. Depending on the status of your setup, you can see either of the following:
- SetUp - Starts the three-step sign-up process.
- Resume - Appears after you've started but not finished sign-up. To continue the setup for a subsidiary, click Resume.
Follow the instructions to enable the subsidiary. For detailed steps, see Signing Up with BILL within Intelligent Payment Automation.

Viewing Rejected Subsidiaries

You can also view the list of subsidiaries whose application was rejected or whose accounts were deactivated by BILL in the Subsidiary Dashboard. The Rejected subtab appears only if the subsidiary's application was rejected or their account was deactivated. Otherwise, it remains hidden.

To view subsidiaries rejected by BILL:

See Off-Boarding Accounts with BILL to understand why BILL deactivated your account and what you can do to reactivate your account.

Go to Payment Automation > Payment Dashboard > View.
On the Subsidiary Dashboard, click Rejected.
Click the available button in the Actions column beside the Subsidiary Name to perform the following:
- Payments - View the list of rejected payments.
- Account - View the Estimate/Order Form and statements.