Here's a brief presentation for you that suggests how to set up accounts receivable user roles. Review this before setting up your new clients.
Welcome to the Accountant Resource Center
Here you'll find exclusive tools and guidance to help you grow your practice with Bill.com.
- New to Bill.com? For setup tips and more, view the short Getting Started videos in Training for Accountants.
- Check out Getting Clients to Yes for videos, flyers, and advice for convincing clients to simplify payments processing with Bill.com.
- Then get your clients started right – review the Client Account Setup Overview in Setting Up Clients.
There’s a lot more here – our goal is to make you successful.