External Payment Processor

Form ID: (AP205500)

You use this form to create a payment processor and specify its settings, such as companies, users, and funding accounts.

Attention: You can create only one active payment processor on this form. An active payment processor has the Active check box selected in the Summary area.

You also use this form to onboard companies to Bill.com by using API calls and a widget.

Users assigned to the Administrator and AP Admin roles have the Delete access rights to this form. Users assigned to the AP Clerk, AP Viewer, and AcumaticaSupport roles have the View Only access rights. These users cannot perform any action, click any button in the left or right pane, or on any tab.

This form appears in the system if the Bill.com Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Selection Area

In this area, you can specify or modify the basic settings of an external payment processor.


Element	Description
Payment Processor ID	Required. The unique identifier of the external payment processor.
Name	A detailed description of the payment processor. You use an alphanumeric string of up to 30 characters.
Active	A check box that indicates (if selected) that this payment processor is active. Attention: You can set up only one active payment processor linked to Bill.com.
Plug-In	The payment processor plug-in. Currently, only one option is available: Bill.com.
For Production Use	A check box that indicates (if selected) that the payment processor is configured for production use. If this check box is cleared, payment requests will be sent to Bill.com sandbox environment.

Left Pane: Companies Table

This table lists all companies that have been added to the selected payment processor. The table displays only the companies to which the current user has access in MYOB Acumatica.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Onboard	Onboards the selected company. This button is available if a company is selected in the table. Once you click this button, the system does the following: Creates a Bill.com organization by using an API call to Bill.com. The system saves the organization ID from the response to the database and maps the organization to the selected company. Creates a Bill.com user by using an API call to Bill.com. The system saves the user ID from the response to the database and maps the new Bill.com user to the current user in MYOB Acumatica. Starts the Onboarding Organization widget. You can use this widget to enter the detailed address and other info, register the user's phone number and verification code received by SMS, and create one funding account under the organization. Once the onboarding is complete, the system creates a webhook for the company.
Create Webhook	Creates a webhook for a company that was onboarded but not subscribed to a webhook. This button is available if the selected company has the check box in the Onboarded column selected. Once you click this button, the system creates a webhook on the Webhooks (SM304000) form and fills in its name in Webhook column.
Delete Webhook	Deletes the webhook for the selected company. This button becomes available if the company has been subscribed to a webhook. Once you click this button, the system does the following: Unsubscribes the webhook from the organization ID by using an API call to Bill.com. Empties the webhook ID and subscription ID in the Bill.com organization that is mapped to the selected company. The Webhook column of the table becomes empty for the company. Deletes the webhook and the history related to it.

Table 2. Table Columns
Column	Description
Company ID	The company ID in MYOB Acumatica.
Company Name	The full company name in MYOB Acumatica.
Onboarded	A check box that indicates (if selected) that the company has been onboarded.
Webhook	The name of the webhook, is the concatenation of the external payment processor ID and the company ID.
Webhook Activated	A check box that indicates (if selected) that the webhook for the company is active. This check box is read-only and displays the state of the Active check box for the webhook on the Webhooks (SM304000) form.
External Org. ID	The external organization ID in Bill.com.

Users Tab

On this tab, you can add users to Bill.com under the selected company, activate, and deactivate these users.

Table 3. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Onboard	Onboards the user by sending an API call to Bill.com. This button is available if the user's status in the Status column is Pending Onboarding.
Activate	Activates the user by sending an API call to Bill.com. This button is available if the user was deactivated in Bill.com and the user's status in the Status box is Inactive.
Deactivate	Deactivates the user by sending an API call to Bill.com. This button is available if the user's status in the Status box is Active.

Table 4. Table Columns
Column	Description
Username	The username in MYOB Acumatica.
Name	Read-only. The full name of the user in MYOB Acumatica.
Email	Read-only. The user's email address.
Status	Read-only. The user's status. The status can be one of the following: Active: The user has been activated or restored in the external payment processor. Pending Onboarding: The user has been added to the current tab but not yet onboarded. Inactive: The user has been deactivated in the external payment processor.
External User ID	The user ID in the external payment processor.

Funding Accounts Tab

On this tab, you can manage the funding accounts with the Bank type in Bill.com, map the funding accounts to cash accounts, verify the accounts, and delete them.

Table 5. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Manage Accounts	Opens the Funding Accounts widget where you can create, manage, and verify the funding accounts for the organization ID, and also identify yourself on those funding accounts. When you close the widget, the system refreshes the list of funding accounts.
Refresh Accounts	Refreshes the list of funding accounts of the Bank type and the funding account users, and updates them in the database.
Disable	Permanently disables the selected funding account.

Table 6. Table Columns
Column	Description
Bank	The bank of the selected account.
Account Type	The account type.
Account Holder	The full name of the person who is indicated as the account holder.
Routing Number	The routing number of the account.
Account Number	The masked account number.
Status	The account status.
Cash Account	The cash account in MYOB Acumatica mapped to this funding account.
Created By	The full name of the user who created the record.

Funding Account Users Tab

On this tab, you can view the relations between a Bill.com organization users and funding accounts (which users are verified on which funding accounts). You can also disable the relations between users and accounts.

Tip: You cannot verify yourself on this tab. You can do that in either of the following ways:

Go to the Funding Accounts tab and click Manage Accounts.
Open the User Profile (SM203010) form by clicking your username in the Info area (in the top right corner of the MYOB Acumatica screen) and clicking My Profile.

Table 7. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Refresh Accounts	Refreshes the list of funding accounts of the Bank type and the funding account users, and updates them in the database. This button is available if the company is onboarded.
Disable	Permanently disables the access to the funding account for the user.

Table 8. Table Columns
Column	Description
Username	The username in MYOB Acumatica.
Name	The full name of the user in MYOB Acumatica.
Verification Status	The verification status of the user (Pending, Nominated, Verified, or Disabled).
Bank	The bank of the selected account.
Account Type	The account type.
Account Number	The masked account number.
Account Status	The account status.
Cash Account	The cash account in MYOB Acumatica mapped to this funding account. If you click the link, the system opens the cash account on the Cash Accounts (CA202000) form.