Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
In Bill.com Trial
Welcome! Start here to familiarize yourself with Bill.com and to start onboarding your clients. This guide is meant to supplement your conversations with your Account Manager and to give you more resources to leverage as you move through your Bill.com trial.
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[SECTION]Get started with Bill.com
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Read MoreCAS Tech Stack White Paper
Read more to discover how to set the stage for CAS success.
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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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Read ArticleQuick Bill.com Overview Video
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Read MoreBill.com AP Overview Page
This one page brochure on AP is great to use for partners in the firm, or with customers. They'll see how Bill.com can save time and get you paid faster.
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Read MoreBill.com AR Overview Page
This one page brochure on AR is great to use for partners in the firm or with customers. They'll see how Bill.com can save time and get you paid faster.
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[SECTION]Set up Client Console
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Read ArticleSettting up Bill.com Client Management 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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[SECTION]Add and train team members
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Overview and Training for Approver Role
Get training for client Approvers via this article.
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Overview and Training for Clerk Role
Learn more about the designated Clerk role.
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Overview and Training for Payer Role
Learn more about the designated Payer role.
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[SECTION]Implement and Sync with your accounting software
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2:39Watch VideoInbox Setup
This video guide will walk you through initial setup of your personal Bill.com Inbox.
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0:54Watch VideoCreate a Bill from the Inbox
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