bill Console and Account Setup Process User Guide

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:

• QuickBooks Online sync setup guide
• Xero sync setup guide
• QuickBooks Desktop sync setup guide
• 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.
• Manage Accounting Preferences

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.