This guide gives an overview of the responsibilities of the Payer Role and how this role fits in the accounts payable workflow.
This video assists in demonstrating the Payer Role.
Setting Up New Clients
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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.
Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Reference Guide- Accounts Payable
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
Reference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
Prepare your Clients' Vendors for Bill.com
Learn more about setting up a vendor's free Bill.com account for fast easy payments.
Bill.com AR Role Assignments
Learn more about the default roles of the Bill.com accounts receivable workflow
Bill.com AP Role Assignments
Learn more about the default roles of the Bill.com accounts payable workflow
