How to Set Up New Clients

    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...
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    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 ...
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    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...
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    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...
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    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. Dow...
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    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...
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    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 ...
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