Get Started checklist

BILL displays steps to complete the account setup on the Overview page. These steps are also available in a checklist format.

Account Setup Checklist

1. Log in to BILL
2. Select settings
3. Select what you're ready to do to see your setup steps as a checklist

The Startup Checklist displays what has been completed and what still needs to be completed to set up the account. Select each item to complete the tasks:

Roles and Permissions

Employees, co-workers, and accountants

• Add Users to the BILL account
• Assign a Role based on what each User will be doing in the account

Bills And Documents

Inbox

• Set up the BILL Inbox email address
• Set up the optional fax number
• Once activated, bills and other documents can be sent to the BILL Inbox directly

Payables

Bank Account

• Set up the bank account to make and/or receive payments through BILL

Approval

• Set up a Bill/Credit Approval Workflow

Receivables

Logo

• Upload a company logo to be displayed in emails to your vendors and customers, invoices to customers, and in the Portal where customers make payments

Branded website address

• Customize the URL that customers will use to access the Customer Portal

How you want to get paid

• Choose how customers can pay you (ePayment or credit card)

1st Sync

Sync Setup

• The steps will guide you through the Sync Setup to bring data for Payables and/or Receivables from the accounting system into the BILL account