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Accountant Console Setup

Table of Contents

The following article explains how to set up your Bill.com Client Management Console, add clients, and obtain resources that help you utilize the Console to its fullest potential. 

Accessing the Console 

If not already logged in:

  1. Navigate to Bill.com 
  2. Click Login 
  3. Enter your login credentials
  4. Click Sign In

If already logged into a client's account:

  1. Hover over the client name near the upper right and click View All
  2. Click Manage Console

Uploading a Console Logo

  1. From the Console, hover over the gear icon and click Logo 
  2. Click Choose File
  3. Select the image and click Upload Logo

Console clients will see this logo at the top of each page, and the Bill.com logo moves to the bottom right corner.

Customizing the Login URL

  1. From the Console, hover over the gear icon and click Logo
  2. In the "Create a login URL with your logo" section, enter your company's name
  3. Save 

Console clients will log in using a customized URL that includes your accounting firm’s name.

Adding Staff Members

Make a Plan

  • Who is your Bill.com champion?
  • Who is their backup?
  • What staff need to access Bill.com?
  • No cost for unlimited number of staff to use Bill.com
  • What access level do they need?
  • Admin or Team Member

Add Staff Members to Console

  1. From the Console, hover over the gear icon and click My Staff
  2. Click New
  3. Enter the name and email address of the staff member
  4. Select the appropriate Console Role
  5. Save

The staff member now has permission to work in the Console.

Create Custom Roles for Client Accounts

Custom roles can be added at the console level and synced to all client accounts using the instructions found here: Manage custom roles in Console

  1. Log into Bill.com, click Manage Console
  2. Hover over the gear icon, click Manage Custom Roles
  3. Click New
  4. Enter a name for the role, ideally, the name should describe the permissions available (Can not be edited after role is saved)
  5. Select the Auto sync role to client accounts box
  6. Select the attributes the custom role should have
  7. Click Save

Adding Clients to the Console

  1. From the Console, click Clients
  2. Click Add Client Company
  3. Enter the required client company information 
    • This user will be given administrator access to the client account and will be the sole user until others are added 
    • The best practice is to select someone familiar with setting up a Bill.com client account (ie. a staff member who has been trained on client implementation)
    • Enter company contact information 
    • Select the client's Accounting Software 
    • Under Billing, check the box if your console will be paying the subscription fees for this client. Leave the box unchecked if the client will be managing their own billing information. 
    • Under Company Uses, check the box for each feature—Payables and/or Receivables—the client will be utilizing
    • Under Company Administrator, select a user to give permission to work on the company's bills
  4. Save

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Client Account Access for Staff Members

Once the client account is added to the console, you may grant client account access to staff members. There are two ways to add staff members to a client's account. For more details, click here Client account access for staff members

Single Staff Member Access to Multiple Accounts

Add access for a newly created staff member or update an existing staff member's access to client accounts by following the steps below.

  1. Log into Bill.com, click Manage Console
  2. Hover over the gear icon, click My Staff
  3. Click the staff member's name
  4. Click Edit
  5. Under Client Access:
    • If adding staff member to all client accounts with the same role, next to New Client Role select the role the staff member will need
    • If staff member only needs to be added to some client accounts, select the appropriate role in the New Client Role field next to each client account they can access
    • Role options will include the default roles presented in client accounts and any custom roles that have been created in the Console
  6. Click Save 

Multiple Staff Member Access to a Single Client Account

Adding a new client or editing existing staff member access to a client account? Bulk manage staff access to client accounts by following the steps below.

  1. Log into Bill.com, click Manage Console
  2. Click on the client account company name
  3. Click Edit
  4. Under Client Access:
    • If adding staff members to all client accounts with the same role, next to New Client Role select the role the staff members will need
    • If only some staff members need to be added the client account, under New Client Role next to the staff member's name, select the role the staff members will need
    • Role options will include the default roles presented in client accounts and any custom roles that have been created in the Console
  5. Click Save

Note: It may take a few minutes for any client access changes to complete. Updated information will only display after the changes are completed and the page is refreshed.

Enabling and Disabling Features for Client Companies

  1. From the Console, hover over Features and click the feature that will be enabled or disabled
  2. If enabling the feature, click Use It to the right of the client's name
  3. If disabling the feature, click Don't Use It to the right of the client's name
    • Select a Reason to Cancel and enter a comment if applicable
    • Click Confirm 

Note: To enable or disable a feature on a client account, you must be an administrator for the client account and also a console admin. 

Entering Console Billing Information

  1. From the Console, click Billing 
  2. Click Add Card
  3. Enter the billing information
  4. Click Save Customer Profile

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Explaining the Training Modules

  1. From the Console, click Training
  2. Select a training module to complete
    • Completing this course will earn you Bill.com Expert Certification
    • Completion of the Expert Certification course is a prerequisite 
    • Basics: Short videos that explain how to use Bill.com to manage Payables and Receivables for your client
    • Advance: Bill.com courses that can earn CPE credits and certifications
      • Expert: An online course that explains how to customize and automate workflows for greater efficiency, and how to handle special Payables and Receivables scenarios
      • Guru: An interactive course offering guidance on re-engineering an accountant's business processes with Bill.com to increase efficiency and profitability

Once you have completed some (or all) of our Advanced training, you will receive badges as recognition of your accomplishment. You can display the Expert and Guru badges on your blog, website, or other areas of your business. The badges are located at Training > Certifications

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Accessing the Accountant Resource Center 

  1. From the Console, click Accountant Resource Center (blue link) or visit https://accountants.bill.com/hc/en-us 

The Accountant Resource Center provides you with everything you need to educate clients about Bill.com and ensure a smooth implementation. Resources include videos, client questionnaires, user handouts, customizable training presentations, strategy white papers, FAQs, pricing calculators, and more!  

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Accessing Bill.com Support

At any time, you can access Bill.com Support Center for assistance with any questions or concerns. 

  1. Click Support located at the bottom of the page under your Console to access the following resources: 
    • Extensive knowledge search
    • Live chat 5:00am – 6:00pm PT weekdays
    • Email us anytime