This guide gives an overview of the responsibilities of the Clerk Role and how this role fits in the accounts payable workflow.
This video assists in demonstrating the Clerk Role.
Other content in this Stream
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.
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.
Accountant Training FAQ
Learn more about specialized training for accountants and how to access it here.