Checklists
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Read More5 Things to Consider When Onboarding Clients to BILL Spend & Expense
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Read MoreClient Pre-Setup Checklist
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AP Approval Workflow Checklist
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Onboarding Checklist for Clients by Jason Blumer
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
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Read MoreAdding a client to BILL Spend & Expense
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