Getting Started Videos

This series of brief intro videos will give you an overview of the Accountant Console and how you'll set up your first client. Take a few minutes and watch these clips.

We strongly recommend that you take advantage of our full training courses to get your bill payment and receivables services off to the right start. All training is free to Accountant Program members.

Name Length Content
Intro to Accountant Console & Resource Center 5 min
  • Features of the Client Management
  • Console Sales and marketing resources to help you introduce to your clients
  • Training resources for you and your staff
Setting Up 13 min
  • Branding with your logo
  • Adding your staff to the Console
  • Setting up your first client
Workflow & Roles 4 min
  • Important workflow and role assignment concepts
  • Tools to help you bring clients onboard successfully
Sync Overview 5 min
  • Overview of accounting software integration
  • How to set up sync
  • Best practices for a smooth sync
Paying Bills & Getting Paid 8 min
  • Adding new vendors
  • Accepting, approving and paying bills
  • Adding new customers
  • Sending invoices
Next steps 5 min
  • Best practices for building a successful A/P and A/R practice
  • Pricing your services
  • Marketing tools and videos
  • certification
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