Training for Accountants
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Read MoreOFAC Sanctions FAQ
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Overview and Training for Payer Role
Learn more about the designated Payer role.
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Overview and Training for Clerk Role
Learn more about the designated Clerk role.
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Overview and Training for Approver Role
Get training for client Approvers via this article.
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Read MoreConsole Playbook for Onboarding
Onboarding your Clients is the first step in their journey with Bill.com.
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Read ArticleManaging 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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Read MoreUnderstanding U.S. Sanctions
This article provides background information about the importance of complying with OFAC as you utilize the Bill.com payments platform.
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Read MoreReference 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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Read MoreReference 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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Read ArticleBILL Interactive Demo
A clickable demo of BILL to share with clients.
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Watch WebinarAsk CS: Monthly Customer Support Webinars
Our Customer Support (CS) team answers your questions.
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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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Read ArticleAdding and Removing Clients from your Console
Find the right help link to walk you through adding and removing clients.
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Read ArticleSettting up Bill.com Client Management Console
Step by step instructions for the first three things you should do to set up your console.
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Read MoreHow 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.
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Learn MoreGet Bill.com Certified!
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
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Add Your FeedbackWhat would you like to see?
We value your feedback! Tell us what resources would help you best.
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Read ArticleAccountant Training FAQ
Learn more about specialized training for accountants and how to access it here.
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