1. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level 1 1. Create Invoice 2. Synchronize 3. Send & Track 4. Payment through customer portal 5. Synchronize THEN Create Invoice Review Invoice Print/Stuff/Mail Incoming Calls Email Notification Incoming Calls/?s Late Fees Assessed Complaining Customer Review with Board Return Call to Customer Repeat … Pick Up Mail Open Mail Process Checks Post Payments Enter Deposits Deposit at Bank RECEIVABLES NOW THEN vs NOW

2. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Selling Assess: Client Assessment

3. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level 5. Review all transactions online 4. Schedule payment 3. Review & approve for payment 2. Enter bill and route for approval 1. Send bill to Bill.com The Difference is a Streamlined Workflow Example: Accounts Payable The old workflow Our new efficient workflow New process requires 5 touches by 5+ people yet takes 1 day 8. File paperwork 7. Print, sign, and mail checks 6. Indicate bill ready to paid in cash 5. Enter bill, generate report 4. Review coding 3. Code bill 2. Review and approve bill 1. Receive, open and distribute invoice Required a minimum of 8 touches by 5+ people and took a week+ to complete

4. Click to edit Master text styles – Second level Third level – Fourth level » Fifth level Basic A/P Workflow Bills get sent to Bill.com via fax, scanned or email and upload Need Approval? Need More Approvers? YES NO Process documents/ enter bills Review and approve bills Schedule bills for payment/ manage cash flow Clerk Approver Payer Sync/ Accountant