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Account Setup View all

• What is Bill Manager?
• How do I enroll in Bill Manager?
• How do I get started with Bill Manager?
• How do I add a user?
• User Roles and Permissions
• How do I add a bank account?

Connecting with my Vendors View all

• How do I make a payment with Bill Manager?
• How do I set up a new vendor?
• How do I invite a vendor to be paid electronically?
• Managing Vendors payment methods
• How do I make payment through the Large Biller Network?
• Best Practices for Entering Vendors

Making Payments View all

• Paying bills
• Making a payment without creating a bill
• Payment timing
• Combining or separating bill payments to the same vendor
• Selecting a process date when scheduling a payment
• Process Date vs. Arrives by Date

Bill Management View all

• Entering a new bill
• Editing an existing bill
• Recurring bills
• Approving and denying bills
• Deleting a bill
• Working with Purchase Orders

Inbox View all

• Setting up your Inbox
• Processing documents from the Inbox
• Associating a document with an existing bill
• Associating one document with multiple bills
• Managing documents
• Managing folders

Networking with Vendors and Customers View all

• Setting up and using the Network
• Searching for a business in the Bill.com Network
• Sending a reminder for Network Invites
• Invitation sent to a Vendor already using Bill.com
• Network Icon
• Disconnecting a Network Connection

Reporting View all

• Reports Overview
• 1099 filing
• Bank Balance
• To Do List

Import / Export View all

• Best practices: Importing non-transaction records
• Best practices: Importing transactions
• Exporting records and transactions from Bill.com
• Customizable export reports

QuickBooks Online View all

• At a Glance: Syncing with QuickBooks Online
• QuickBooks Online sync setup guide and tutorial video
• FAQs for QuickBooks Online Sync
• Notes and Known Limitations

Xero View all

• At a Glance: Syncing with Xero
• Xero sync setup guide and tutorial video
• Best Practices for Syncing with Xero
• FAQs for Xero

QuickBooks for Windows View all

• At a Glance: Syncing with QuickBooks for Windows
• Sync Setup Guide for QuickBooks for Windows
• Sync dashboard local setup installation
• Server or Hosting Provider sync dashboard installation

NetSuite / Intacct View Intacct View NetSuite

• At a Glance: Syncing with NetSuite
• Sync Setup Guide for NetSuite
• Best Practices for Syncing with NetSuite
• Standard Sync Setup Guide for Intacct
• Multi-Entity Sync Setup Guide for Intacct
• Requirements for Intacct Settings

Getting Paid (Receivables) View all

• How do I charge my customer once?
• Setting up Auto Charge for your customer
• Receivables timing
• What your customer sees

Customer Management View all

• How do I add a new customer?
• Adding a customer's bank account
• Sending a note to a customer
• Add additional contacts for my customer