Training New Clients

Client Training Materials

    Client Workshop - Accounts Payable

    This presentation is designed for you to present to your client and their staff in a virtual or in-person workshop. You can customize it ...
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    Client Workshop - Accounts Receivable

    This presentation is designed for you to present to your client and their staff in a virtual or in-person workshop. You can customize it ...
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    Setting Up Vendors for ePayment

    ePayment is an excellent and easy way to pay vendors. The payment goes directly to the vendor's bank account; no waiting for checks to ar...
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    Sync Your Accounting Software with Bill.com

    Lose the double entry with your accounting package! Bill.com syncs with popular accounting packages so all your data is accurate and cons...
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    Additional Client Training

    Additional client training modules are available under the Resources tab in the Console. Click on Training to learn more.
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