When you add clients to BILL AP, there are a myriad of ways that you can manage the bill pay workflow with your client, depending on how involved your client wants to be.
There are three primary workflow management models that we recommend as best practice. The model you choose will be based on your firm and your clients’ individual needs. In fact, you may have different workflows for each client. You may also find that some clients move from one model to another as they become more self-sufficient in the product.
