Adding and Removing Clients from your Console

October 13, 2019

If you're looking to manage the clients on your console, here are the support articles that will walk you through the steps for your situation: 

Is this a new client without a Bill.com account? 

Is this a client who has  Bill.com account you'd like to add to or remove from your console? 

 

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Setting Up Your Bill.com Console
Setting Up Your Bill.com Console

Step by step instructions for the first three things you should do to set up your console.