Training for Accountants

OFAC Sanctions FAQ
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BILL 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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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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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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Understanding 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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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- 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 Interactive Demo

A clickable demo of BILL to share with clients.
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Ask CS: Monthly Customer Support Webinars

Our Customer Support (CS) team answers your questions.
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Watch Webinar
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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Read Article
Settting 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 Article
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.
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Read More
Get Bill.com Certified!

Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
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Learn More
What would you like to see?

We value your feedback! Tell us what resources would help you best.
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Add Your Feedback
Accountant Training FAQ

Learn more about specialized training for accountants and how to access it here.
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Training for Accountants

OFAC Sanctions FAQ

BILL Interactive Demo: Approver Role

This demo is designed to walk your clients through the Approver role in your Bill.com AP workflow.

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.