To begin the transition from bill.com to Glean start with granting us Auditor access to your account. This allows us to process your historical invoices, set up your vendors, and ensure a smooth integration.
Follow these steps to add us to bill.com:
Select Settings
Select Users under the Permissions section
Select New
Enter the below information:
First name: Glean
Last name: Audit
Email address: billcom@gleancompany.com
Time Zone: EST
Select a role: Auditor (View Only)