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Welcome to the Onboarding Guide

March 2, 2020

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Hi there!

This Onboarding Guide (Part One) 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

Stay tuned for Part Two where we share ways to grow your firm, including best practices, customizable templates, and additional resources for you to leverage.

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Getting started on your console

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Getting started on your console

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Setting 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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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.

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Adding and Removing Clients from your Console

Find the right help link to walk you through adding and removing clients.

Read Article

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 Payable

A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable 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.

Defining roles and training

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Overview and Training for Clerk Role

Learn more about the designated Clerk role.

Overview and Training for Approver Role

Get training for client Approvers via this article.

Overview and Training for Payer Role

Learn more about the designated Payer role.

Implementation and syncing with your accounting software

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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.

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Document Verification to Complete Account Setup

Steps on how to submit documents if prompted.

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Connecting to Vendors for ePayments

A guide to explain Bill.com's payment timing and limits when onboarding new clients.

International Payments

Read on to see when to contact our support team vs. your account manager.

Read Article

Return to Home

Welcome to the Onboarding Guide

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Other content in this Stream

Step by step instructions for the first three things you should do to set up your console.

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.

Find the right help link to walk you through adding and removing clients.

A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.

A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.

A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.

Learn more about the designated Clerk role.

Get training for client Approvers via this article.

Learn more about the designated Payer role.

This article give you step by step guides on how to set up your first software sync with Bill.com.

Steps on how to submit documents if prompted.

Read more to learn how to connect to vendors for ePayments

A guide to explain Bill.com's payment timing and limits when onboarding new clients.

Read more to discover how you can leverage International Payments to cut down on time and money spent.

Read on to see when to contact our support team vs. your account manager.