Training for Accountants
-
OFAC Sanctions FAQ
-
Overview and Training for Payer Role
Learn more about the designated Payer role.
-
Overview and Training for Clerk Role
Learn more about the designated Clerk role.
-
Overview and Training for Approver Role
Get training for client Approvers via this article.
-
Console Playbook for Onboarding
Onboarding your Clients is the first step in their journey with Bill.com.
-
Managing Console Team Members and access to clients
You can add your Team Members to help with Console management in a few easy steps. You can even manage each Team Member's access to clients without having to login to each client separately.
-
Understanding U.S. Sanctions
This article provides background information about the importance of complying with OFAC as you utilize the Bill.com payments platform.
-
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 Interactive Demo
A clickable demo of BILL to share with clients.
-
Ask CS: Monthly Customer Support Webinars
Our Customer Support (CS) team answers your questions.
-
Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
-
Adding and Removing Clients from your Console
Find the right help link to walk you through adding and removing clients.
-
Settting up Bill.com Client Management Console
Step by step instructions for the first three things you should do to set up your console.
-
How to position BILL with clients
Use this data sheet to inform partners and colleagues about the benefits of Bill.com and how to position it to clients.
-
Get Bill.com Certified!
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
-
What would you like to see?
We value your feedback! Tell us what resources would help you best.
-
Accountant Training FAQ
Learn more about specialized training for accountants and how to access it here.
-
Loading More...