A reference guide that walks Accountants through adding clients and users to their console.
Setting Up New Clients
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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.
Bill.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
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
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
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
Client Pre-Setup Checklist
Get the details you need before setting up your client, all in one place. https://hqbill.box.com/s/ab9mvibweggvae1h8sgihrgs2cxfu041
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.
Overview and Training for Approver Role
Get training for client Approvers via this article.
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
Contacting Support and Managing Message Center
Links to our help center and customer support
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