[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-283418-105":53,"doc-detail-283418-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","bill-pay-workflow-checklist-for-accountants-bookkeepers","Bill Pay Workflow + Checklist - for Accountants & Bookkeepers","","Bill Pay Workflow + Checklist provides a practical approach to standardizing an accounting firm’s bill pay process to expand service offerings and better serve clients. It contrasts manual, paper-based intake and payment steps with an optimized workflow supported by appropriate technology. The guide emphasizes predictability through fixed costs, fewer document touches, improved cash-flow visibility, audit trail control, reduced human error, and greater efficiency for both firms and clients.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/bill-pay-workflow-checklist-for-accountants-bookkeepers/283418/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/bill-pay-workflow-checklist-for-accountants-bookkeepers/283418.png","ImageObject",442,249,{"name":88,"@type":89},"Gloria","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-11-01","2026-09-17",true,{"@type":98,"interactionType":99,"userInteractionCount":20},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"Why should an accounting firm offer bill pay as a service?","Question",{"text":108,"@type":109},"Offering bill pay helps expand service offerings, better accommodate clients’ needs, and gather improved client data faster.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What problems exist in the traditional paper-based bill pay workflow?",{"text":113,"@type":109},"Manual intake and data entry create time-consuming, costly work with multiple document touches and limited auditability, while mailed documents can delay payment for weeks.",{"name":115,"@type":106,"acceptedAnswer":116},"How does standardizing the bill pay workflow benefit firms and clients?",{"text":117,"@type":109},"Standardization enables fixed pricing and predictable effort for firms, while clients gain budgeting support, easier bill upload and storage, near real-time visibility, and increased on-time payment accountability that lowers late-fee risk.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},283418,1791744965,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":20,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":79},2336474459895,"https://ap-avatar.wpscdn.com/avatar/22000baeef7a5ed0655?x-image-process=image/resize,m_fixed,w_180,h_180&k=1786071322749376916","1  \nPROCESS GUIDELINE  \nBill Pay Workflow + Checklist  \nfor Accountants & Bookkeepers  \nStandardize your firm’s bill pay process to expand your service offerings and better accommodate your clients’ needs  \nUpdated 06/2020  \nTable of contents  \n01 Offering bill pay as a service can be challenging... but it doesn’t have to be!  \n02 The benefits of bill pay workflow standardization  \n03 Bill pay workflow  \n04 Choosing the right technology  \n05 Bill pay process checklist + technology  \n07 Increasing efficiency in your bill pay workflow  \n07 Appendices Acknowledgments  \n01              \nINTRODUCTION  \nOffering bill pay as a service can be challenging  \n…but it doesn’t have to be!  \nOffering bill pay as a service is a great way to expand your service offerings, better accommodate your clients’ needs, and gather better client data, faster. However, paying bills foryour small business clients is a notoriously complicated and demanding process, particularly when using old, paper-based methodology.  \nTo complete a traditional, paper-based bill pay process, your firm would have to arrange a staff member or courier to physically collect all your clients’ suppliers bills, or rely on the client to send everything in the mail (and hope they didn’t forget anything!). Gathering physical bills is only half the battle – upon collection, your team would then betasked with manual data entry and hard-coding, reviewing each bill for approval (with no audit trail), then finally, cutting a check to your client’s supplier.  \nNot only is this process tedious, it’s also costly and time-consuming. Paying someone to physically pick up documents, or spending your own time to do so, is extremely limiting – there can be up to five document touches to fully complete an accounts payable process. Plus, if a client is mailing their documents, it can take up to three or four weeks to actually ensure a supplier receives payment.  \nIt’s no wonder why many firms avoid adding bill pay to their service offerings. All of the steps mentioned above add up to weeks of your resources spent on low value-add tasks, making it difficult to justify the ROI on this type of service. However, a standardized bill pay workflow, supported by the right technology, can make it easier to offer bill pay services and unlock a number of benefits for both your firm and your clients.  \nThe Old Workflow  \nManual processes  \nIntake (Approx duration:  \n3-6 hours/client/month)  \nand disparate tools for documents  \nPayment (Approx. duration: 2-4 hours/client/month)  \nPrint checks  \nProcessing & Coding (Approx. duration: 3-4 hours/client/month)  \nAccounting (Approx. duration: 8-16 hours/client/month)  \nApproval (Approx. duration: 2-4 hours/client/month)  \n1  \n  02            \nBILL PAY WORKFLOW + CHECKLIST  \nThe benefits of bill pay workflow standardization  \nBefore introducing new technology or outlining a new service offering, you should first standardize your workflow. Standardization is especially important for bill pay because it helps your firm set costs and allocate resources. With one set bill payment workflow, you know exactly how much time and effort you need to devote to a client, who is responsible for specific tasks, and when/how to involve the client.  \nA few more benefits of standardizing your bill pay workflow and leveraging technology are outlined in the following chart.  \nStandardization result  \nSet fixed costs  \nReduce document touches  \nIncrease visibility into cash flow  \nSave time & increase focus on tasks that provide more value  \nBenefits foryour firm  \n\n| A standardized bill pay process creates predictability and negates the unpredictable costs associated with manual intake and data entry (e.g., paper, mail, gas, etc.). Standardization enables you to easily predict time and costs, allowing you to set a fixed pricing model. |\n| --- |\n| With the right technology, neither you nor your staff need to pick up documents, manually enter data, code transactions, and so on, reducing","cbCaiaU2uQH12r44","https://ap.wps.com/l/cbCaiaU2uQH12r44","pdf",3936097,10,"English","# Introduction\n# The benefits of bill pay workflow standardization\n# Bill pay workflow\n# Choosing the right technology\n# Bill pay process checklist + technology\n# Increasing efficiency in your bill pay workflow\n# Appendices\n## Acknowledgments","[{\"question\":\"Why should an accounting firm offer bill pay as a service?\",\"answer\":\"Offering bill pay helps expand service offerings, better accommodate clients’ needs, and gather improved client data faster.\"},{\"question\":\"What problems exist in the traditional paper-based bill pay workflow?\",\"answer\":\"Manual intake and data entry create time-consuming, costly work with multiple document touches and limited auditability, while mailed documents can delay payment for weeks.\"},{\"question\":\"How does standardizing the bill pay workflow benefit firms and clients?\",\"answer\":\"Standardization enables fixed pricing and predictable effort for firms, while clients gain budgeting support, easier bill upload and storage, near real-time visibility, and increased on-time payment accountability that lowers late-fee risk.\"}]","Bill Pay Workflow + Checklist - for Accountants & Bookkeepers | PDF",1789605185]