Accounts Payable
Approve, pay and sync bill payments
Accounts Receivable
Send invoices and get paid faster
Credit & Expense Management
Get credit, control budgets, and manage expenses with Divvy
Setup Reference Guides
Onboard clients easily with these step by step guides.
-
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.
-
Read MoreReference Guide- Console Management
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
-
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.
-
Read GuideBill.com Setup Reference Guide Part 1: Accountant Console Setup
Learn how to set up your accountant console in this step-by-step guide. https://hqbill.box.com/s/4dpxrncqcv1ejveisg3do0bg40zuy9ty
-
Read Article
Bill.com Setup Reference Guide Part 2: Client Company Setup
Learn how to set up a client in this east step-by-step guide. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
-
Read Article
Bill.com Setup Reference Guide Part 3: Using Accounts Payable
Learn more about the accounts payable workflow in Bill.com. https://hqbill.box.com/s/70d75n0tfawyx0aj9cggksbg5qfkg0tc
-
Read Article
Bill.com Setup Reference Guide Part 4: Using Accounts Receivable
Learn more about the Accounts Receivable workflow in Bill.com. https://hqbill.box.com/s/bvzdm3gtar08g8h1i6be77bl50uavrrs
-
Read ArticleClient Pre-Setup Checklist
Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
-
Download Now
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.
-
Read More
Overview and Training for Payer Role
Learn more about the designated Payer role.
-
Read More
Overview and Training for Clerk Role
Learn more about the designated Clerk role.
-
Read More
Overview and Training for Approver Role
Get training for client Approvers via this article.
-
Read Article
Prepare your Clients' Vendors for Bill.com
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
-
Read MoreBill.com AR Role Assignments
Learn more about the default roles of the Bill.com accounts receivable workflow
-
Read MoreBill.com AP Role Assignments
Learn more about the default roles of the Bill.com accounts payable workflow
-
Read ArticleContacting Support and Managing Message Center
Links to our help center and customer support
-
Add Your FeedbackWhat would you like to see?
We value your feedback! Tell us what resources would help you best.
-
Loading More...
