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Accountant Resource Center

Tools for growing a successful bill payment and receivables practice


A/P Reference Guides for Clerk, Approver, and Payer

Some people like to have a reference guide handy when they start using a new application.  Here are three role-based guides that you can give your clients. 

Click the buttons below to download the document files. Customize them with your logo if you wish, then print or create a PDF to share.

Download Clerk Guide (DOCX)

Download Approver Guide (DOCX)

Download Payer Guide (DOCX)


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