Welcome to the Onboarding Guide

March 2, 2020

Hi there!

This Onboarding Guide is meant to help your firm get up to speed and to help you successfully onboard your clients.  We answer all your FAQs so that you can get started easily and immediately.  To start, head back to the Onboarding Guide page and follow these steps in your first month to discover:

  • Setting up your Bill.com Console
  • Adding users
  • Setting up Implementation
  • Getting in touch with Support

Follow up with , including best practices, customizable templates, and additional resources for you to leverage.


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