In this course you'll learn how to plan a client's move from BILL to Ramp Bill Pay. You'll see what the guided migration can add beyond an accounting connection, choose the right BILL access path, review staged vendors and imported records, and prepare a controlled cutover. Through partner-facing scenarios, you'll practice the checks that keep open bills, payment details, approvals, and accounting work in the right hands.
In order to successfully complete this course and earn 1 CPE credit, you must:
- Complete the course content
- Answer the review questions throughout the course
- Complete the qualified assessment with a minimum of 75% accuracy within one year of course enrollment
For a list of key terms, check out our Course Glossary.
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