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Bill User Workflow Mapping

Bill.com User Workflow Mapping. Accounts Receivable. User Roles. Administrator (access to all functions): Enter & approve bills Pay bills (requires bank verification) Control user access Setup and run sync Create and send invoices Manage auto-pay and payments.

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Bill User Workflow Mapping

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  1. Bill.com User Workflow Mapping Accounts Receivable

  2. User Roles Administrator (access to all functions): • Enter & approve bills • Pay bills (requires bank verification) • Control user access • Setup and run sync • Create and send invoices • Manage auto-pay and payments • Bill.com offers three pre-built roles allowing various levels of information accessibility and functions for accounts receivable. Accountant: • Enter & approve bills • Record outside payments • Set up and run sync • Create and send invoices • Manage auto-pay and payments Clerk: • Enter bills • Record outside payments • Create and send invoices • Manage auto-pay and payments

  3. Role assignments for receivables Role assignment If you are responsible for all receivables activities, set up roles in Bill.com as follows: • Accountant Role = Administrator or Accountant If you have another individual responsible for creating invoices: • Invoice Creation Role = Clerk • Accountant Role (sync new invoices) = Administrator or Accountant AR Clerk Create and send invoices Bill.com Send reminders / .Auto pay Customer Schedule payment Accountant Sync

  4. Accounts receivable workflow YES Auto pay? NO Accountant Invoice is created Clerk Sync Create and send invoices via email or mail Review and pay invoice Customer NO Payment sent? YES

  5. Bill.com accounts receivable: user mapping overview Review and Send Invoices Create Invoices Manage Collections Roles: Clerk Accountant Administrator Roles: Clerk Accountant Administrator Roles: Clerk Accountant Administrator Sync Accounting Software Roles: Clerk Accountant Administrator Use this worksheet to assign roles

  6. Thank you

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