Pre-Conference: Beyond the Basics of Bill.com: Automating more than A/P

SESSION SPEAKER(S)

Pre-Conference: Beyond the Basics of Bill.com: Automating more than A/P

Business

Monday, December 4, 2017
 
8:00AM-10:45AM

When building a CAS ecosystem, A/P is a key solution to implement well to achieve productivity and profitability.  Though it is initially chosen for its ease and automation of the bill pay process, Bill.com offers functionality and features that can enhance the overall services you provide to clients.  In this 3 hours session, learn more about the capabilities of Bill.com and ask the questions you or your team have had on some of the richer features of the platform.
Topics will include:

  • Custom roles to collaborate with clients
  • Review frequently asked questions on G/L sync’s
  • Improve client cashflow by leveraging A/R features
  • Review best practice uses
  • Making the most of Bill.com document management
  • And more

Bring your questions to this session, so you can leave with ideas on ways to make Bill.com perform more work in your client engagements.

Perquisite: current Bill.com user