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Accounts Payable

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?

How to export PR, PQ, PO, and budgets?

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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 add custom fields to line items?

How to assign or mandate custom fields for bills, bill line items, PQ/POs, PQ/PO line items, vendors, or customers?

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 create, approve, e-sign, and export purchase orders?

How to add custom fields to purchase order PDFs?

How to mass upload purchase orders?

How to cancel or close an approved purchase order?

How to create a service purchase order in Peakflo?

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OCR

How does AI Invoice Capture 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 invoice?

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?

What to do if payment fails due to network error?

How to Enable and Set Amortization for Bill Line Items?

How to reschedule the schedule date in approved bill

How to adjust the tax in Peakflo to match the exact vendor bill amount?

Understanding Types of Payment in Peakflo Bills

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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?

Processing Times for Disbursements from e-Wallet in Indonesia, Singapore, Malaysia, Vietnam, Thailand

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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

How cross-border payments to vendors work?

How to mass upload bill payments?

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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?

How can vendors void an invoice?

How to Add Tax Adjustments to Vendor Invoices in Peakflo?

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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?