Budgetly Webinar: Getting Started with Bill Payments

WEBINAR: Step-by-Step Onboarding for Budgetly Customers

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.