Onboarding Checklist with Jason Blumer, CPA & Thriveal Founder
We collaborated with Jason Blumer, CPA & Founder of Thriveal, to create a thorough checklist to help you quickly and easily onboard clien...
Client Pre-Setup Checklist
To ensure a quick and efficient setup process, gather this information before you start setup.
You can work with your client to complete ...
Bill.com Setup Reference Guide
The Bill.com Setup Reference Guide provides step by step instructions on how to get up and running on Bill.com.
The Setup Guide is compri...
Prepare Client Vendors for Bill.com Payments
Save your clients money by paying through the Bill.com Network
Help your clients prepare their vendors to get paid via Bill.com. This doc...
Workflow Role Assignments - Accounts Payable
Here's a brief presentation that suggests how to set up accounts payable user roles. Review this before setting up your new clients.
Workflow Role Assignments - Accounts Receivable
Here's a brief presentation that demonstrates how to set up accounts receivable user roles. Review this before setting up your new client...
AP 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 ...