Accountant Resource Center
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Training

Training

Guides

guide

Client pre-setup checklist

guide

Onboarding checklist for clients by Jason Blumer, CPA

guide

The ultimate BILL Spend & Expense staff training guide

Articles

article

Interactive demo: How to manage client profiles and access BILL accounts

article

Interactive demo: How to add a new client to the BILL Accountant Console

article

Interactive demo: How to add multiple clients to the BILL Accountant Console

article

Interactive demo: Start a BILL Divvy Card application

article

Interactive demo: View all of your clients in one place on the BILL Accountant Console

article

Accountant Console management quick reference guide

article

Setting up the BILL Client Management Console

article

Education and certification

article

Masterclass session overview

article

An introduction to the BILL Accountant Console

article

Video: BILL Accountant Console Overview

article

BILL Accountant Console: Processed Bills and Bill Reminders reports overview

article

BILL Spend & Expense 101: Budgets overview

article

How to add BILL Spend & Expense for an existing client on the BILL Accountant Console

article

How to manage clients on the BILL Accountant Console

article

How to add a client to the BILL Accountant Console

article

The best topics to cover when training your staff on BILL Spend & Expense

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