A reference guide that walks through setup preferences, vendor management, bill payments, and approvals for all things Accounts Payable related.
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Welcome to the Onboarding Guide
Follow the steps in this guide to discover how to onboard clients successfully.
Setting Up Your Bill.com Console
Step by step instructions for the first three things you should do to set up your console.
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 Team Member's access to clients without having to login to each client separately.
Adding and Removing Clients from your Console
Find the right help link to walk you through adding and removing clients.
Reference Guide- Console Management
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Reference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Overview and Training for Approver Role
Get training for client Approvers via this article.
How 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.
Document Verification to Complete Account Setup
Steps on how to submit documents if prompted.
Connecting to Vendors for ePayments
Read more to learn how to connect to vendors for ePayments
Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
International Payments
Read more to discover how you can leverage International Payments to cut down on time and money spent.
When to Contact Support vs. Your Account Manager
Read on to see when to contact our support team vs. your account manager.