This guide gives an overview of the responsibilities of the Approver Role and how this role fits in the accounts payable workflow.
This video assists in demonstrating the Approver Role.
Additionally, here is a support article which gives a step-by-step process of Approving and denying bills.
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.
Our Customer Support (CS) team answers your questions.
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.
Exclusive for Partners: Earn your bragging rights with a Bill.com certification.
Learn more about specialized training for accountants and how to access it here.
