Mastering Bill.com’s Intelligent Business Payments Platform to create efficiencies for your clients, your firm and your staff.
Learn how to transform your client’s back office by leveraging Bill.com’s Intelligent Business Payments Platform. From setup of your console and your client accounts, to customizing notifications, you’ll learn how to make your client service model efficient, scalable, and ready for expansion. Whether you are experienced with Bill.com or not, you’ll learn how to leverage all the new features that the new Bill.com experience delivers.
Participants will be able to:
- Navigate the New Bill.com Experience
- Determine which of the three workflow models will lead to client success for their firm
- Explain and show the value and benefits of Bill.com to clients and partners.
- Understand how Bill.com’s new Intelligent Virtual Assistant (IVA) can speed data entry efficiency
- Learn best practices for constructing workflows that create efficiencies and prevent fraud
Participants will earn 3.0 CPE credits
Field of Study: Computer Software & App
Prerequisites: Basic knowledge of the Accounts Payable workflow.
Advanced Preparation: None
Program Level: Beginner