Whether your client has an existing expense management software in place or they're moving into the world of financial automation for the first time, you need to develop a plan you can guide them through and execute as quickly as possible. Generally, we recommend working through these 5 things with your client when onboarding them to BILL Spend & Expense.
Setting Up New Clients
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This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Get training for client Approvers via this article.
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
Learn more about the default roles of the Bill.com accounts receivable workflow
Learn more about the default roles of the Bill.com accounts payable workflow