Switching and Migrating to Intelligent Payment Automation

Valid U.S. companies or organizations can switch to Intelligent Payment Automation, powered by BILL, if you use either Electronic Bank Payments or Payment Automation with HSBC SuiteApp. When you install the Intelligent Payment Automation SuiteApp, your vendor’s bank accounts that have a U.S. address are automatically migrated to the Payment Instrument record that stores bank details. It also migrates remittance details.

Intelligent Payment Automation migrates the details of the vendor’s U.S. primary bank only. Within a vendor record, you can verify the primary bank details through one of the following ways:

• If you use Electronic Bank Payments, you can verify the primary bank on the Bank Payment Details subtab. For more information, see Setting Up Bank Records of Vendors in the U.S.

• If you use Payment Automation with HSBC, you can verify the primary bank on the SuiteBanking subtab. For more information, see Vendor Bank Data.

To view migrated bank details using the Administrator role, access a vendor record in view mode by going to Lists > Relationships > Vendors. On the Financials subtab, click the Payment Instruments subtab, and then click Edit next to the payment instrument record. For more information about vendors, see Creating Vendors for Automated Bill Payments.

After you create a BILL payment account, vendor records with open AP balances are automatically synced with BILL along with their banking details, which are stored in the Payment Instrument record. You can pay U.S. vendors through payment options available from BILL. You can continue processing payments for non-U.S. vendors through Electronic Bank Payments.

Intelligent Payment Automation provides roles that you can assign to your payment managers and clerks. You can update your existing custom roles with permissions to use Intelligent Payment Automation capabilities.

For more information about availability, fees, and subsidiaries, see Intelligent Payment Automation or Frequently Asked Questions about Intelligent Payment Automation.

To start switching to Intelligent Payment Automation, see Setting Up Intelligent Payment Automation

General Notices