Incomplete transactions? Restricted User Permissions can help!

Many of our BILL Spend & Expense admins asked for a way to pause spending for users who were taking too long to complete their transactions. If you’ve ever been stuck waiting on someone to choose expense categories or upload receipts, you know how that can gum up the works.

“Freeze” spending until transactions are complete

We’re thrilled to announce that admins now have a way to “freeze” spending for these users until all their transactions are up to date. Simply restrict their user permissions within BILL Spend & Expense.

This can be especially handy if you need to make sure an employee completes their transactions before they spend more on their BILL Divvy Card.*

How it works

When you restrict a user’s account, the user will be notified of this action via push notification on the mobile app. A banner will also be present in both the web and mobile app letting them know their account has been restricted until an admin restores their permissions.

While their account is restricted, that user will no longer be able to:

  • Spend with physical or virtual cards
  • Create cards
  • Delete cards

However, they will still be able to perform the following essential tasks to address their incomplete transactions:

  • Log in to their BILL Spend & Expense account
  • Complete transactions
  • Upload receipts

How to restrict user permissions

To learn how to restrict or restore user permissions, check out this help article.

*Card issued by Cross River Bank, Member FDIC.

At BILL, we're always striving to improve our platform and provide the best service possible. Have an update you’d like to see? Send your feedback to feedback@hq.bill.com.