Bill Pay Overview

Bill pay is an integrated and easy way to keep track of and pay your bills. By using Levro’s bill pay, you get the services of bill.com integrated within your bank account and without the cost. It is currently in Beta. Sync bills with your accounting software to simplify reconciliation and reduce manual errors.Automatic data entry of bill details - just review and confirm to pay your vendors, we take care of digitizing the invoice/image through OCR.Create robust, automated multi layered approval flows.Schedule recurring payments for ongoing bills in just a few clicks, saving you time each month.Bill pay works best with PDF, JPEG or other common image formats,  invoices and/or when you want to sync activity to your accounting software.You have a few different ways to import or manually add bills to your bill inbox.Upload bills directly to your dashboard. Bills can be PDFs or JPEGs.Forward bills to your dedicated email address. This can be found in the Bill Pay section of your account.Link your accounting software to Levro. If you have QBO, we can pull bills in directly. No manual entry is required.Add a bill manually! Uploading a PDF and/or linking your accounting software is recommended but not required. You can also make a bill payment with just the recipient details.Once the bill has been added (see options above), your bill will be automatically processed and imported to your accountWhen the import is complete, you’ll see the bill under Bill Pay -> InboxWhen you’re ready to make the payment, click ReviewWe will try to match the recipient of the bill with an existing recipient. If we’re unable to, you will see an error and prompt to add a new recipient or select an existing recipient.If a PDF is present, we will try to extract as much detail as possible to save you time. If a PDF isn’t present or we’re unable to find the details, you will be prompted to complete the relevant fields.If you have connected an accounting software, you will see a section to specify the line items. These match the relevant line items in your accounting software.Once all of the relevant fields are completed, you will be able to make the payment.If you use approval flows with Levro, users with Administrator, Accountant & Reviewer permissions will be able to create bill pay requests. Accountants & Reviewers requests will require approval by an Administrator.Administrators and Accountants will be able to view all bill payments, while Reviewers will only be able to see the payments they submitted.If you use Xero or Quickbooks*, you can connect your accounting software to Levro. To link an account, click Add Accounting Connection in the Bill Pay section of your account and follow the steps below.Select your accounting software from the available optionsA window will open that prompts you to login to your accounting software. Enter your credentials and follow the instructions.Once you have successfully logged in to your accounting software, the window should automatically close and revert back to the Levro window.Once linked, the initial import can take between 1-2 hours. If you need something urgently, please contact [email protected]’re continuing to add additional providers. If yours isn’t listed, please reach out to [email protected] should I use Bill Pay? Who can I pay using Bill Pay?How does the accounting software sync work? Which ones are you compatible with?Do I have to upload a PDF?How will I know if my bill was paid?How do I connect my accounting software?