The New Bill.com Experience FAQ

September 4, 2019

The new Bill.com Intelligent Business Payments Platform

Introducing the next generation of Bill.com: the new Bill.com Intelligent Business Payments Platform. The new platform is built from the ground up to save you time and give you more control with a more automated, end-to-end process. With powerful artificial intelligence and highly-anticipated new features, the Bill.com intelligent platform is easier to use than before.

Here are the resources you need to help your firm and clients move to the new Bill.com experience and platform.

For Your Firm 

How do I move my clients to the new Bill.com?

Who can move clients to the new Bill.com? 

Is there a deadline for moving to the new Bill.com experience? 

What if I change my mind and want to use the old Bill.com? 

Where can I get technical support? 

Where can I get training?

Where can I find information to give my clients? 

Where can I find information to update my firm’s internal Bill.com training materials? 

Will there be any changes to the Bill.com mobile app? 

 

Answering Questions for Your Clients

What is the new Bill.com Experience?

When will I be able to use the New Bill.com?

Will there be any changes to the Bill.com mobile app? 

 

For Your Firm 

How do I move my clients to the new Bill.com?

From your firm’s Bill.com Accountant Console, Administrators will be prompted to move each client organization to the new Bill.com experience upon logging in to their account. It’s that simple. All firm and client data, settings, activity, and sync capabilities will still be there.

Who can move clients to the new Bill.com?

Only Console Administrators. Clients and those without Console Admin privileges will not be able to move organizations to the new Bill.com. If you have dozens of client organizations you would like to move all at once, let us know and we can make it happen for you.

Is there a deadline for moving to the new Bill.com experience?

Firms should move clients to the new experience as soon as possible to benefit from the ease of use and new features, and to familiarize staff and clients with the new experience. We will notify you in late 2019  when we will automatically begin to migrate all clients to the new Bill.com experience if you have not already done so on your own.

What if I change my mind and want to use the current version of Bill.com?

We feel that you’ll love the new Bill.com because of the speed and simplicity it offers you and your clients in addition to brand-new, innovative features. However, you may contact Customer Support to request a temporary switch back to the “classic” version of Bill.com. 

Where can I get technical support?

Visit the Support Center for articles and videos.  To contact our Bill.com Support team, go to the Help Center, scroll to the bottom of the page, and click the “Contact Us” button.

 

Where can I get training?

There are a few ways to learn more: 

  • View this on-demand training webinar to learn what’s new and different in the intelligent business payments platform.
  • You can also find online Bill.com Certification training by accessing your Accountant Console, select Manage Console, then select Training. If you were previously certified as a Bill.com Expert or Bill.com Guru, you must take this new training to remain Bill.com Certified.

Where can I find information to give my clients?

Scroll down on this page for Client FAQs.

Where can I find information to update my firm’s internal Bill.com training materials?

The Accountant Resource Center has a section on Setting Up New Clients with a Getting Started Resource Guide you can use for internal and client training on setup, AP, and AR.

Will there be any changes to the Bill.com mobile app?

Yes, the design and features of the mobile app already reflect much of what you and your clients will see in the new Bill.com online experience.

 

Answering Questions For Your Clients 

Here are some common questions your clients might have about the new experience. 

What is the new Bill.com Experience?

The new Bill.com experience is a set of powerful new features and a more intuitive interface, tailored to the way firms and clients work together for greater efficiency and visibility into the bill management process.

When will I be able to use the New Bill.com?

We expect to move our clients to the new Bill.com experience within a few weeks. 

Will there be any changes to the Bill.com mobile app?

Yes, the design and features of the mobile app already reflect much of what you will see in the new Bill.com online experience.

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Email Template: Moving to the New Bill.com Experience
Email Template: Moving to the New Bill.com Experience

Download this informative email template to help clients move to the new and improved Bill.com interface. ...

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