Video Training and Tutorials
Welcome to the video training and tutorials section of our support center. Bill.com is easy to use, but sometimes it helps to have a quick tutorial. These tutorials have been designed to provide step by step instructions and helpful tips on some of the most common tasks in Bill.com.
Account Setup
- Video: Accounting preferences
- Video: Getting Started - Approvals
- Video: Getting Started - Inbox
- Video: Getting Started - Receivables
- Video: Getting Started - Roles and Permissions
- Video: Settings overview
Bank Account Setup
Bill Management
- Video: Create a bill without a document
- Video: Creating and viewing bills
- Video: Deleting a bill
- Video: Editing an existing bill
- Video: Entering a bill with a document
- Video: Entering a new bill
Getting Paid
Import / Export
Inbox
- Video: Add pages to existing documents
- Video: Creating a bill from the inbox
- Video: Gridview Inbox
- Video: Inbox - Eliminating Data Entry
- Video: Inbox Setup
- Video: Manage documents
International Payments
- Video: Adding an international vendor
- Video: International payments sync with Oracle NetSuite
- Video: International payments sync with QuickBooks Desktop
- Video: International payments sync with QuickBooks Online
- Video: International payments sync with Sage Intacct
- Video: International payments sync with Xero
Network
- Video: Accept or Decline Network Invitations
- Video: Cancel an invitation
- Video: Connect to a vendor via Payment Network ID
- Video: Find pending invitations
- Video: Locate Payment Network ID (PNI) for Vendor and Customers
- Video: Provide PNI to connect
Payments
Receivables
- Video: Receivables overview
- Video: Manage sub-customers
- Video: How customers view your invoices
- Video: Enter received payments manually
- Video: Create invoice
- Video: Communicate with your customers
Sync with Oracle NetSuite
Sync with QuickBooks Desktop
Sync with QuickBooks Online
Sync with Xero
User management
Webinar Recordings
- Webinar - 5 Ways To Pay Your Vendors
- Webinar - Bill Enhancements
- Webinar - Create and Manage Approvals
- Webinar - How to add/verify your bank account
- Webinar - How to Connect to Your Vendors via the Bill.com Network
- Webinar - How to Manage Documents in Bill.com
