Bank Account Setup

• Add a user to a bank account
• Identity verification outside the 50 US States
• Invalid bank account notification
• Manage your bank accounts
• Payment processing errors due to R29 return code
• Use Bill.com ACH IDs to bypass a debit block on a bank account

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Company Setup

• Books Closed setting
• Dual Control: Frequently Asked Questions (FAQ)
• Enable and create accounting classifications
• Get Started
• The settings/gear icon
• Update your company profile

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Get Started

• Add a company to an existing Bill.com login
• Manage account features
• Manage your personal profile
• Request for Additional Documentation
• Request Single Sign-On (SSO) for your account
• Test Accounts

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Merchant Account Setup

• Benefits of accepting credit card payments through Vantage
• Manage convenience fees and credit card surcharges
• Merchant account payment terms & conditions
• Merchant services through Vantage
• Status of Vantage/Paytrace merchant account application