Account Setup
Bank Account Setup
- Add a bank account
- Automatically nominate administrator users to a verified bank account
- Change the name of a bank account
- Delete/inactivate a bank account
- Edit a bank account
- How to add/nominate a user to a bank account
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
Get Started
- Add a company to an existing Bill.com login
- How to use the navigation menu
- Manage account features
- Manage your personal profile
- Request for Additional Documentation
- Request Single Sign-On (SSO) for your account
