A reference guide that walks Accountants through adding clients and users to their console.
Setting Up New Clients
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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 how to set up your accountant console in this step-by-step guide. https://hqbill.box.com/s/4dpxrncqcv1ejveisg3do0bg40zuy9ty
Learn how to set up a client in this east step-by-step guide. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
Learn more about the accounts payable workflow in Bill.com. https://hqbill.box.com/s/70d75n0tfawyx0aj9cggksbg5qfkg0tc
Learn more about the Accounts Receivable workflow in Bill.com. https://hqbill.box.com/s/bvzdm3gtar08g8h1i6be77bl50uavrrs
Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
This Bill.com exclusive offers a checklist to help standardize your onboarding. Created by Jason Blumer of Blumer CPAs and the Thriveal Network.
Get training for client Approvers via this article.
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
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