This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.
Learn more about the designated Payer role.
Learn more about the designated Clerk role.
Get training for client Approvers via this article.
Onboarding your Clients is the first step in their journey with Bill.com.
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.
This article provides background information about the importance of complying with OFAC as you utilize the Bill.com payments platform.
A reference guide that walks through setup/preferences vendor management, bill payments and approvals for all things Accounts Payable related.
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
A reference guide that walks through setup/preferences, vendor management, invoice, and payment management for all things Accounts Receivable related.
A clickable demo of Bill.com to share with clients.
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.
A guide to explain Bill.com's payment timing and limits when onboarding new clients.
Find the right help link to walk you through adding and removing clients.
Step by step instructions for the first three things you should do to set up your console.
Use this data sheet to inform partners and colleagues about the benefits of Bill.com and how to position it to clients.
Find out if there is a Bill.com certification or event near you.
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
We value your feedback! Tell us what resources would help you best.
Learn more about specialized training for accountants and how to access it here.
