Setup Reference Guides
Onboard clients easily with these step by step guides.
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[SECTION] Accounts Payable & Accounts Receivable
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Onboarding Checklist for Clients by Jason Blumer
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
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Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
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Overview and Training for Clerk Role
Learn more about the designated Clerk role.
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Overview and Training for Approver Role
Get training for client Approvers via this article.
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Overview and Training for Payer Role
Learn more about the designated Payer role.
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Read MoreReference Guide- Accounts Payable
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
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Read MoreReference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
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Read MoreClient Pre-Setup Checklist
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Prepare your Clients' Vendors for Bill.com
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
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Read MoreBill.com AR Role Assignments
Learn more about the default roles of the Bill.com accounts receivable workflow
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Read MoreBill.com AP Role Assignments
Learn more about the default roles of the Bill.com accounts payable workflow
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[SECTION] Spend & Expense
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Read More5 Things to Consider When Onboarding Clients to BILL Spend & Expense
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