Training for Accountants
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Console Playbook for Onboarding
Onboarding your Clients is the first step in their journey with Bill.com.
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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.
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Bill.com Interactive Demo: Approver Role
This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.
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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.
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Reference Guide- Console Management
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
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Reference Guide- Accounts Receivable
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
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Bill.com Interactive Demo
A clickable demo of Bill.com to share with clients.
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Ask CS: Monthly Customer Support Webinars
Learn how to get started with Bill.com and use additional features in your Bill.com account. Each month our Customer Support team will focus on answering the questions you've been asking.
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Payment Timing And Limits
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
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Adding and Removing Clients from your Console
Find the right help link to walk you through adding and removing clients.
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Setting Up Your Bill.com Console
Step by step instructions for the first three things you should do to set up your console.
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How to position Bill.com w clients
Use this data sheet to inform partners and colleagues about the benefits of Bill.com and how to position it to clients.
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Where can I attend live certification?
Find out if there is a Bill.com certification or event near you.
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Get Bill.com Certified!
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
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What would you like to see?
We value your feedback! Tell us what resources would help you best.
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Accountant Training FAQ
Learn more about specialized training for accountants and how to access it here.
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