bill Console and Account Setup Process User Guide
- June 13, 2024
- bill
Table of Contents
bill Console and Account Setup Process
Manage Console
- Add client company to console – if not completed
■ Select correct features (Payables/Receivables)
■ Grant staff members access to client account
Client Setup
-
Bank Accounts
■ Add Client bank account using online banking (Recommended)
■ Add Client bank account manually -
User Access
■ Add client users and assign a Role based on what each User will be
doing in the account, roles available are:- Administrator
- Accountant
- Approver
- Payer
- Clerk
- Auditor (View-only)
Sync Setup
Bring data for Payables and/or Receivables from your accounting software into BILL to prevent entering data manually or duplicate entries. Once sync is set up, each time you sync again in the future, we’ll pick up any changes you’ve made in your accounting system or BILL.
Review guide for your accounting software:
-
Oracle NetSuite sync setup guide
- Sync with Oracle NetSuite requires an implementation appointment. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment
-
Sage Intacct Sync – User Guide : use this guide to determine the best configuration for sync with Sage Intacct
Sync with Sage Intacct requires an implementation appointment. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment. -
Microsoft Dynamics 365 Business Central sync setup guide Sync with Microsoft Dynamics 365 Business Central requires an implementation appointment. Contact Customer Support by selecting Contact Us at the top of this page to book an appointment.
Inbox Setup
Set up Inbox email
address – Once
activated, you can send bills and other documents directly to your BILL Inbox!
Enter a Bill – Your
role must have permission to manage bills.
Accounts Payable
Vendor Management
- How to connect to Vendors
- Payment Types – Check, ePayment, or virtual cards. By default, all vendors are setup to be paid via check when you first create them.
- International Vendor – (if applicable)
Approval Workflow
- Customize your bill/vendor credit approval workflow to allow flexibility based on business needs
Payment Scheduling
Payment Options
Payment Timing
Ensure vendors get paid on time
- View your payables payment timing
- Expect your first five payments and payments over 10k to be delayed – P ayment arrival time adjustments: Frequently asked questions (FAQ)
- If you expect to make payments over 10k on a regular basis administrators can request a higher limit- Payment Threshold Requests
Accounts Receivable (if applicable)
- Logo-Upload the Client Company logo to be displayed- Sent on emails to your vendors and customers and invoices sent to your customers to collect payment
- Branded website address- Customize the branded website address with your company name, where your customers go to access the customer Portal to pay the invoices you send them
- Inviting Receivables customers – getting started with sending invites to receivables customers.
- How you want to get paid- Choose how customers can send payments
- ePayment
- Credit Card
Spend & Expense (if applicable)
-
Manage Users – Cover how to add people to the BILL Spend & Expense A ccount as well as the different r oles the client can choose from.
-
Sync Integration – Connect the S&E account to Accounting Software the client is using.
-
Quickbooks Online
● Quickbooks Desktop/Enterprise
● Sage Intacct
● Netsuite OneWorld Account
● Netsuite non-OneWorld Account
● How to run a sync with QBO, Intacct, and Netsuite
● How to run a sync for QBD/QBE
● Manage sync settings for QBD/QBE integration -
Budgets – Cover how to create budgets and working with budgets .
Insights – Show clients how they are able to view Insights into their company spending and personal spending .
Transactions – Cover how to categorize and complete a transaction and how to approve transactions . -
Reimbursements – Cover how to use and submit reimbursements and manage reimbursements settings .
Post Account Set Up
Reports
BILL reports are an important tool for you to use to gather information quickly and accurately.
- Reports – Full List and descriptions
Accessing Ongoing Product Support
- Support Center
- Hours and options
- Webinars
- Sync Best Practices
References
- AP Best Practices: How to Determine the Right Payment Methods for Your Clients
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