[SECTION] Guides/How To
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Spend management and expense management are both processes for controlling budgets, allocating resources, and tracking spend across an organization.
Help clients make timely and strategic business decisions based on timely cash flow data—without having to build financial models.
In this guide, we’ll go over the most important topics for you to cover when training your staff on how to use and implement BILL Spend & Expense in your firm's offerings.
These are some of the most important topics to cover when training your staff on BILL Spend & Expense.
What you need is a tool that will give your firm real-time visibility and empower your clients to enforce their budgets and stay on top of spend.
In this guide, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.
Email Tips and Tricks to Up Your Game
Writing tips and suggestions to help you create effective email templates.
One area where you can advise your clients is in the creation of an expense policy for their business.
Your Next BILL Clients are your Tax Clients
A how-to guide for offering bill pay services to your tax clients, further increasing your value as an adviser.