Setup Reference Guides
Onboard clients easily with these step by step guides.
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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- Console Management
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 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 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
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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
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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
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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
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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
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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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Read MoreOverview and Training for Payer Role
Learn more about the designated Payer role.
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Read MoreOverview and Training for Clerk Role
Learn more about the designated Clerk role.
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Read MoreOverview and Training for Approver Role
Get training for client Approvers via this article.
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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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Read ArticleContacting Support and Managing Message Center
Links to our help center and customer support
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