BILL records on DVD or digital download

A backup copy of the data in your BILL account is available by request from a bank authorized Administrator on the BILL account.
A digital download of data via Box or DVD contains bill documents and cashed check images that have been processed in BILL. See the Resources section below for options to download transactional data.

Jump to:

• Cost and delivery details
• Before you order
• Ordering instructions
• What is included in the digital download or on the DVD
• How the data is presented in the digital download folder
• How the data is presented on the DVD

Cost and delivery details

We offer two delivery options for historical data: digital download via Box and DVD. For faster processing times and to avoid the hassle of needing a DVD drive to access your data, we highly recommend requesting access through the digital download via Box.

Digital download via Box

For a limited time, the cost for a digital download via Box has been reduced to $25.00 per BILL account for your records request.

Orders typically process within 14 business days. You won't need to set up a Box account to access the download. You can make your own physical copy from the digital download option.

When the download is ready, we'll call the requestor via phone for identity verification. Once verified, we'll send you a link to download a folder from Box to your computer via the ticket your request created in the Message Center.

The link will expire seven (7) calendar days from the date it is sent. Please make sure you access this link before it expires and download what you need.

The password to access the data is sent in a separate email to the email address used to request the historical data. Look for an email from noreply-historicaldata@hq.bill.com.

To ensure the security of the data, we require that access to your BILL account have multi-factor authentication (MFA)/2-Step verification enabled. If this has not already been set up, you will be prompted to do so before we can process your request. See Resources below on how to set up multi-factor authentication (MFA)/2 step verification.

DVD

The cost is $50.00 per BILL account for your records request. When multiple copies are ordered, the charge is applied to each copy. The charge is billed to the BILL account when the order is processed.

The DVD is mailed in a protected envelope via USPS to the address provided on the request form when the order is complete. Please provide complete mailing information.

Before you order

To ensure the information for your backup data request is correct:

• Process all documents in the BILL Inbox
• Confirm that all check payments have cleared
• Confirm that the check images have been uploaded to the BILL account

Ordering instructions

Use our historical data request order form to submit your request.

Note: The request must be submitted by a bank authorized Administrator on the BILL account.

What is included in the digital download or on the DVD

The following sections are sorted by create date:

• Vendor & Customer Bills & Invoices: Original File, Created Date, Vendor, Invoice Number, Amount (in the original format it was uploaded)
• Vendor Credits: Original File, Created Date, Vendor, Ref Number, Amount (in the original format it was uploaded)
• Cashed Check Images: Vendor Name, Payment Amount, Check Number, Check Date (in PDF format)

How the data is presented in the digital download folder

• Files are uploaded in compressed .zip files, you will need a program that can open those types of files
• One Folder for Documents
• One Folder for Cleared Checks
• Index (searchable links to documents)

How the data is presented on the DVD

• To access the information on the DVD, a randomly-generated password is emailed to the requesting Administrator on the request ticket when the DVD is shipped
• Files are sent in compressed .zip files, you will need a program that can open those types of files
• One Folder for Documents
• One Folder for Cleared Checks
• Index (searchable links to documents)