Table of contents
Learn how to use the BILL Accountant Console with these handy instructions.
How to add clients
- Add a single new client to your console
- Import multiple new clients to your console
- Move between the console and your client accounts
How to manage billing and statements
- Add a new billing method to a console
- Select billing method for your console and clients
- View billing statements for your console and clients
Manage client account features
How to access reports
- Console Billing - The Console Billing Report provides a breakdown of client fees by category by Client.
- Payables Efficiency Insights - The Payables Efficiency Insights report breaks down data via the selected grouping (user or client), compares it to the selected SLA to show a percentage of bills exceeding the selected SLA vs total bills per month, for the selected time period.
- Denied Bills List Report - The Denied Bills List report provides a list of denied bills across your console, along with details such as client, reason, and bill creator.
- Processed Bills Report - The Processed Bills report allows you to view bills your firm has processed within a certain period.
- BILL Reminders Report - The Bill Reminders report provides a list of potential upcoming bills for vendors across your console clients, helping you budget, prepare, and prevent late fees.
How to add, remove or edit access
- Add a Team Member to the Console
- Add a user to a client account
- Single Team Member access to multiple accounts
- Multiple Team Members access to a single client account
- Edit a console users role in a client account
- Remove Team Member access to client accounts
- Things to Know
How to switch between a console account and the client account(s)
- Select “Go to Company” at the top, left-hand side of the console.
- Choose the company you’d like to navigate to.
If you have questions or need additional assistance, please visit our Help Center or contact your account manager.
