Accountant Resource Center

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How to train staff on BILL

How to train staff on BILL

Get your team up and running with BILL product training and certifications.

Introducing your team to BILL

Whether you’ve just adopted BILL at your firm or you’re training a new staff member, these resources will help you cover the basics.

The ultimate AP/AR FAQ for accounting firms

The ultimate spend management FAQ for accounting firms

Spend Management

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

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Product training

Refer to these resources when implementing or using BILL products at your firm.

Adding a client to BILL Spend & Expense

Spend Management

BILL Spend & Expense client application checklist

Spend Management

Best practices for implementing BILL AP & AR at your firm

How to talk about BILL Spend & Expense with your clients

Spend Management

How to refer clients to BILL Spend & Expense: a step-by-step guide

Spend Management

The ultimate BILL Spend & Expense staff training guide

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BILL Certification

The BILL Certification training is available through your Accountant Console on our BILL Academy platform. Getting certified demonstrates a strong working knowledge of BILL, which can help you maximize operational efficiency and deliver exceptional service to clients. This course is free, worth up to 5 CPE credits, and there are no prerequisites or advanced preparation required.

You'll learn how to:

Map existing client workflows into BILL.

Sync BILL with client accounting software.

Handle exceptions for payables and optimize collections for receivables.

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BILL AP/AR services are provided by Bill.com LLC; Spend & Expense services are provided by Divvy Pay LLC; BILL Divvy Card is issued by Cross River Bank, Member FDIC. This is not a deposit product.
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