Onboarding Guide Month One
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Read ArticleWelcome to the Onboarding Guide
Follow the steps in this guide to discover how to onboard clients successfully.
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Getting started on your console
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Read ArticleSetting Up Your Bill.com Console
Step by step instructions for the first three things you should do to set up your console.
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Read ArticleManaging Console Team Members and access to clients
You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.
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Read ArticleAdding and Removing Clients from your Console
Find the right help link to walk you through adding and removing clients.
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Read MoreReference Guide- Console Management
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
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Read MoreReference Guide- Accounts Payable
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
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Read MoreReference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
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Defining roles and training
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Read MoreOverview and Training for Clerk Role
Learn more about the designated Clerk role.
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Read MoreOverview and Training for Approver Role
Get training for client Approvers via this article.
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Read MoreOverview and Training for Payer Role
Learn more about the designated Payer role.
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Implementation and syncing with your accounting software
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Read ArticleHow to set up your first software sync with Bill.com
This article give you step by step guides on how to set up your first software sync with Bill.com.
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Read ArticleDocument Verification to Complete Account Setup
Steps on how to submit documents if prompted.
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Read ArticleConnecting to Vendors for ePayments
Read more to learn how to connect to vendors for ePayments
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FAQs
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Read MorePayment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
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Read ArticleInternational Payments
Read more to discover how you can leverage International Payments to cut down on time and money spent.
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Contacting support
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