Getting Started with Budgetly Bill Payments

This webinar will show you how to get started with Budgetly Bill Payments quickly and confidently.

Whether you're just starting out or looking for a refresher, our in-house expert will guide you through every step of the onboarding process, ensuring you make the most of our seamless bill payments system.

Duration: ​​​​​30 minutes + 15 minutes Q&A
Host: Matt Clements, VP of Growth at Budgetly

This webinar recording covers:

• Introduction to Budgetly Bill Payments - Understand how Budgetly simplifies the bill payment process and improves cash flow management for your business.
  
  

• Step-by-Step Account Setup - Walk through how to set up your Budgetly Bill Payments account, including connecting your bank accounts, adding suppliers, and scheduling payments.
  
  

• Efficient Payment Management & Bill Approvals - Learn how to automate recurring payments, set up reminders, and track payment statuses. Understand how to manage user roles and set up approval workflows for better financial control.
  
  

• Reporting & Analytics - Explore the reporting tools that give you insights into your payment history and budget cash flow trends.