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Imagine having a complete view of all the bills you’ve paid and have yet to pay—giving you even more visibility and control. Well, we’ve added two reports that do just that. Watch our video on how to run and access them.
The Processed Bills report will show your firm’s history of paid bills, giving you a full picture of which clients require more support at any given time.
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The Bill Reminders report, powered by machine learning, uses historical data and predicts future bills for each of your clients. You can easily spot overdue or missing bills and reduce errors without manual research efforts.
We’ve added new features to the Accountant Console to help you streamline client management, plus give you more visibility and control across your financial operations. Read all about the new features and watch our interactive demo to learn more about the console.
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You can now see which clients have been pre-approved for the BILL Divvy Corporate Card—and for how much—in the Clients Table in your Accountant Console. Take the guesswork out of the application process and recommend clients you know are pre-approved.
To start a client’s card application, just click their name, followed by “Product.” Then select “Get Started.”
Card issued by Cross River Bank, member FDIC
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The new Staff page is a new and improved way to manage your staff in the Accountant Console. You can access this enhanced workflow by visiting Staff in the main menu. This updated experience allows console admins to efficiently add staff members and grant them access to multiple clients and roles across BILL AP & AR and Spend & Expense.
Read about the new experience.
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Get ready to improve productivity and speed up your workflow with the new Tasks page in the BILL Accountant Console. The new page lists to-do’s and tasks across all your clients. You can view and sort tasks and each task is linked to the client account for easy access.