Scaling New Heights

Advanced Training for Accounting Professionals

Advanced Melio Tips and Tricks

Speaker(s): Kelly Moore

Join Melio Team members as they go deep into some of the advanced features of Melio.

Learning Objectives:

  • How to best avoid delayed payments.
  • Getting vendors to self-onboard their ACH info.
  • Paying of bills in batches or by multiple payment methods.
  • Best ways to manage your firm, team, and clients.
  • Using Melio for A/R.
  • Setting up payment approval workflows.
  • Exporting data.

Length (in minutes): 60

Level (Basic, Intermediate, Advanced): Basic

Prerequisites: None

CPE Field of Study: Computer Software and Applications

CPE Hours: 1

EA/AFSP CE Hours: 0