Help Center
Go to peakflo.co
Accounts Payable
New to Peakflo?
Accounts Payable
Getting Started
OCR
Approval Workflow
Purchase Requests
Bill Management
Vendors
My Approvals
Budget
Reconciliation
Reports
Accounting
Rules
Custom Fields
Payments
Purchase Quotes
Purchase Orders
Goods Receipt Notes & Service Receipt Notess
Vendor Portal
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Credit Notes
Integrations Page
Basics
Xero
NetSuite
Jurnal
Quickbooks
Zoho
MS Nav
Zalo
Legal Notes
Latest Releases
Invoice Management
Reports
Offboarding
Back to home
Help Center
Accounts Payable
New to Peakflo?
Accounts Payable
Getting Started
OCR
Approval Workflow
Purchase Requests
Bill Management
Vendors
My Approvals
Budget
Reconciliation
Reports
Accounting
Rules
Custom Fields
Payments
Purchase Quotes
Purchase Orders
Goods Receipt Notes & Service Receipt Notess
Vendor Portal
Accounts Receivable
Getting Started
Invoice Management
Workflow Management
Actions
Customer Management
Customer Portal
Collections
Reports
Credit Notes
Integrations Page
Basics
Xero
NetSuite
Jurnal
Quickbooks
Zoho
MS Nav
Zalo
Legal Notes
Latest Releases
Invoice Management
Reports
Offboarding
Accounts Payable
Portal Pelanggan Peakflo
Getting Started
How to configure the types of email notifications Peakflo users will receive?
How can I mass upload purchase quotes?
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
Accounts Payable Roles & Permissions
See more
OCR
How to match the existing vendor or add a new vendor to the bill captured through OCR?
How to enable WhatsApp OCR?
How does OCR work?
Approval Workflow
How to change the approval policy when the bill is already scheduled for approval?
How to add rules into approval workflows (and edit them)?
How to set up approval policies?
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?
Bill Management
How can I bulk export all the bills or purchase order attachments?
How to check the payment method of a bill?
How to edit bill details once the bill is already paid?
How to mass upload bills?
How to pay bills with Peakflo?
How to create bills in Peakflo?
How to match your purchase order with the vendor bill?
How to approve bills and schedule them for payments?
How to conduct mass actions on multiple bills?
How to create credit notes for accounts payable and link to bills?
How to check the chart of accounts for bills?
How to export bills and reimbursements?
How to monitor the audit trail for accounts payable?
How to avoid duplicate payments with Peakflo?
How to manually mark bills as paid in Peakflo?
How can I make partial payments for a bill?
See more
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?
See more
My Approvals
How to approve bills, POs, and transactions in My Approvals
How to approve PQs, bills, and transactions on mobile?
Budget
How to change the budget when the bill is already paid?
Budget Management
Reconciliation
How to streamline payment reconciliation
Reports
What is the aging payables report?
What's inside the accounts payable dashboard?
Accounting
How to mass approve transactions?
How to manage transactions?
How to top-up your AP wallet?
How to export your transactions into CSV?
How to manage Ledger?
How to avoid and fix Xero accounting software sync errors?
See more
Rules
How to assign approval rules to bills based on custom fields?
What are custom rules and how to set them up for accounts payable?
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?
See more
Payments
How to set a default method for bill payments
Peakflo can support automated disbursements from which countries?
Purchase Quotes
How can I customize my purchase quote email template?
How to create purchase quotes and send them for approval?
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?
Goods Receipt Notes & Service Receipt Notess
How to create and approve GRN or SRN in Peakflo?
Vendor Portal
Peakflo Vendor Portal
