Content Table:
Common & Integrations
Travel & Expense Management
Accounts Receivable
Now Admins can set and manage user permissions tailored to the organization’s needs with Peakflo’s Roles Setting. Roles allow you to define specific permissions for different user types to ensure efficient and secure access control within the platform.
Now users who have WhatsApp notifications enabled in Peakflo will receive WhatsApp notifications when they are mentioned via the comments section.
Now seamlessly integrate your existing software with Peakflo via Peakflo API for enhanced efficiency and automation. The Peakflo API is designed to be RESTful, featuring user-friendly, resource-oriented URLs and JSON-encoded responses. For detailed technical documentation, including API endpoints, request formats, and usage examples, please visit our Peakflo Developer Guide
Now Peakflo will auto-sync Netsuite tags, COA, taxes, employees, bank account details, customer subsidiaries, and more for NetSuite to enable seamless data flow.
Securely connect and sync your existing software like SAP B1 and Peakflo data via SFTP with no complex setup for finance process optimization. Sync details such as customers, parent companies, invoices, payment receipt files, custom fields, and more.
Now finance teams can easily integrate customer, invoice, payment, and credit note data from Chargebee to Peakflo.
Admins can set travel and expense approval rules based on the expense category. For example, if the expense category is per diem for the marketing team, you can assign approvers from within the marketing team or the head of marketing.
Now Peakflo supports multiple AR wallets with the same currency to enable seamless payouts to respective bank accounts.
Now AR teams can embed a table of current outstanding Summary of Account in their reminder emails to include outstanding invoices, unapplied payments, and unapplied credit notes from the payer company.
Now admins can customize the Pay Now button for the invoice reminders to direct customers to the customer portal, payment page, or payment gateway.
Now finance teams can send automatic reminders to customers for unapplied payments so that customers can provide the invoice detail for which the payment was made, helping you quickly reconcile your payments.
Now admins can assign multiple default viewers to multiple customers in one go via the “Mass User Assign” file upload feature. This eliminates the time needed to assign default viewers to each customer manually.
Now when an AR user approves an invoice with a future issue date, then the foreign exchange rate used for converting the currency on the invoice will be based on the exchange rate on the date of invoice approval.
Now, the finance team can save time in entering tax details in invoice upload files as Peakflo will seamlessly apply default customer-level taxes to individual line items, ensuring accuracy and compliance effortlessly.
Now finance teams in India can digitally sign invoice PDFs with a Digital Signature Certificate so that you can ensure privacy, security, and authenticity.
