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Bill Management
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Goods Receipt Notes & Service Receipt Notess
Budget
Reconciliation
Reports
Wallet & Transactions
Payments
Vendor Onboarding Management
Vendor Portal
WhatsApp Vendor Portal
Three-way Matching
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Getting Started
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Actions
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Help Center
Accounts Payable
New to Peakflo?
Accounts Payable
Getting Started
Rules
Approval Workflow
Custom Fields
Vendors
Purchase Requests
Purchase Quotes
Purchase Orders
OCR
Bill Management
My Approvals
Goods Receipt Notes & Service Receipt Notess
Budget
Reconciliation
Reports
Wallet & Transactions
Payments
Vendor Onboarding Management
Vendor Portal
WhatsApp Vendor Portal
Three-way Matching
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Credit Notes
Integrations Page
Basics
Peakflo API
Xero
NetSuite
Jurnal
Quickbooks
Zoho
Microsoft Dynamics 365 Business Central
Zalo
SFTP
Chargebee
Travel & Expense Management
Payment Automation
Legal Notes
Latest Releases
Invoice Management
Reports
Offboarding
Peakflo Ticket Portal
Accounts Payable
Portal Pelanggan Peakflo
Getting Started
How to invite users and assign roles in Accounts Payable ?
Accounts Payable Roles & Permissions
How to manage the types of notifications Peakflo users will receive?
Getting started with Accounts Payable: Admins
Getting started with Accounts Payable: Bill maker/checker
Getting started with Accounts Payable: Procurement Team
Getting started with Accounts Payable: Accountant
Getting started with Accounts Payable: Employees
Getting started with Accounts Payable: Auditors
How can I mass upload purchase quotes?
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Rules
What are custom rules and how to set them up for accounts payable?
How to assign approval rules to bills based on custom fields?
Approval Workflow
How to set up approval policies for Accounts Payable?
How to add rules into approval workflows (and edit them)?
Who is a fallback approver and how to add them to approval policies?
How to add PO requestor to the approval policy for bill?
How to change the approval policy when the bill is already scheduled for approval?
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Custom Fields
How to assign or mandate custom fields for bills, bill line items, PQ/POs, PQ/PO line items, vendors, or customers?
How to add custom fields to line items?
What are custom fields and how to add them?
How to hide custom fields using Peakflo rules?
How to include custom fields in a PDF?
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Vendors
How to add vendors in Peakflo?
How to add custom fields on the vendor form?
How to export vendor list?
How to edit vendor information in Peakflo?
How to add/update the vendor's contact information?
How to remove/archive a vendor?
How to make attachment mandatory for vendor invoices?
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Purchase Requests
How to create a purchase request and send it for approval?
How to approve and resolve issues for a purchase request?
How to send the purchase quote to various vendors and match a purchase request and a purchase quote?
Purchase Quotes
How to create purchase quotes and send them for approval?
How can I customize my purchase quote email template?
How to approve and resolve issues for a purchase quote?
Purchase Orders
How to approve, e-sign, and export purchase orders?
How to add custom fields to purchase order PDFs?
How to mass upload purchase orders?
OCR
How does OCR work?
How to enable and use WhatsApp OCR?
How to match the existing vendor or add a new vendor to the bill captured through OCR?
Bill Management
How to create bills in Peakflo?
How to mass upload bills?
How to send bills for approvals, approve bills and schedule them for payment?
How to match your purchase order with the vendor bill?
How to pay bills with Peakflo?
How to check the payment method of a bill?
How to edit bill details once the bill is already paid?
How can I make partial payments for a bill?
How to manually mark bills as paid in Peakflo?
How to avoid duplicate payments with Peakflo?
How to conduct mass actions on multiple bills?
How can I bulk export all the vendor invoice pdfs received in Peakflo mailbox?
How to create credit notes for accounts payable and link to bills?
How to check the chart of accounts (CoA) for bills?
How to export bills and reimbursements?
How to monitor the audit trail for accounts payable?
How can I stop bills from getting submitted and processed after a specific date?
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My Approvals
How to approve PQs, bills, and transactions on mobile?
How to approve bills, POs, and transactions in My Approvals
Goods Receipt Notes & Service Receipt Notess
How to create and approve GRN or SRN in Peakflo?
How to mass upload receipt notes?
Budget
How to change the budget when the bill is already paid?
Budget Management
How to mass upload budgets?
Reconciliation
How to streamline payment reconciliation
Reports
What's inside the accounts payable dashboard?
What is the aging payables report?
How to choose the best vendor in Peakflo?
How to create accounts payable custom reports in Peakflo?
Wallet & Transactions
How to top-up your AP wallet?
How to manage transactions?
How to mass approve transactions?
How to export your transactions into CSV?
How to manage Ledger?
How to avoid and fix Xero accounting software sync errors?
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Payments
How to set a default method for bill payments
Peakflo can support automated disbursements from which countries?
How to add custom fields in Peakflo's Accounts Payable Payments?
How can AP team link bills to payment for vendor payouts?
Accounts Payable Payments Roles & Permissions
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Vendor Onboarding Management
How to get started with Peakflo vendor onboarding management solution?
How to manage vendors in Peakflo vendor onboarding management?
How to approve or reject vendor information changes?
How to verify vendor bank account numbers?
Vendor Portal
How can vendors check purchase orders and issue invoices from the Peakflo vendor portal?
How can vendors check receipt notes and issue invoices from the Peakflo vendor portal?
How can vendors check payment status and communicate through the vendor portal?
How to enable Terms of Payment validation for Vendor Portal?
How is due date calculated for bills and vendor invoices?
How to sync bill schedule date and promise to pay date for vendor invoices?
How to sync taxes between bills and invoices using Unified Tax?
How are the WHTs and Discounts synced from your system to your vendor's system?
How to sync withholding tax from bill to vendor invoice?
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WhatsApp Vendor Portal
How to check POs on Peakflo WhatsApp Vendor Portal?
How to check invoice status on Peakflo WhatsApp vendor portal?
How to download the statement of accounts (SoA) using Peakflo WhatsApp vendor portal?
How to submit invoices against receipt notes using Peakflo WhatsApp vendor portal?
How to approve credit notes using Peakflo WhatsApp vendor portal?
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Three-way Matching
How to validate three-way matching in Peakflo?