Welcome to the Onboarding Guide

March 2, 2020

Hi there!

This Onboarding Guide (Part One) is meant to help your firm get up to speed and to help you successfully onboard your clients.  We answer all your FAQs so that you can get started easily and immediately.  To start, head back to the Onboarding Guide page and follow these steps in your first month to discover:

  • Setting up your Bill.com Console
  • Adding users
  • Setting up Implementation
  • Getting in touch with Support

Stay tuned for Part Two where we share ways to grow your firm, including best practices, customizable templates, and additional resources for you to leverage.


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Managing Console Team Members and access to clients
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You can add your Team Members to help with Console management in a few easy steps. You can even manage each...