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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Managing Console Team Members and access to clients
Managing 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...

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Reference Guide- Console Management
Reference Guide- Console Management

A reference guide that walks through setup/preferences, vendor management, invoice, and payment management ...

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