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How to upload bills?

You can upload all your bills in 2 different ways. Let's take a look at them.

1) Forward your bills by Email

Click the dropdown arrow in the left navigation menu bar next to 'Payables' and select 'Bills'.

On the Bills & Payments page, click on the 3 dots on the far right and you will find the email ID to which you have to forward your bills. 

Email bills

Once you've forwarded your bills to billpayments@peakflo.co, the bill details will be automatically captured and uploaded.

Bills will be uploaded on the same day if they are received before 04:00 PM SGT. If not, it will be uploaded on the next business day.

2) Mass upload bills

Once you've downloaded the template, start filling all the columns with the bill details that you want to be uploaded.

Upload mass bill template

Here are some important things to keep in mind when entering the details into the template.

  • Vendor Type - Choose only between individual and company.
  • Bank Country - Must be in alpha-2 code. You can find country codes in the alpha-2 code here
  • SourceCurrency & TargetCurrency - Must be in 3 letters. You can find country currency codes here.

Once your mass upload bill sheet is ready, click the dropdown arrow under 'payables' and click 'bills'. Next, click the 'Import' icon on the top right corner.


Import Bill icon

Now you will be redirected to the 'Import a file' page. Here drag and drop the excel file that contains all the bill details to be uploaded.

Import bill upload

In the next section, select the header row of your sheet to ensure the data is accurately represented and click 'next'.

Mass Upload Bills_Select column headers

In the Map template columns section, ensure the CSV column and template column are the same. If not, you can change it by selecting from the dropdown list. You can also delete particular columns by selecting the checkbox under delete. Once you've verified all the templates, click 'next' to proceed to the last section.

Mass Upload Bills_Map template columns

'Clean and Finalize' is the last section where you'll have to check all the details before reviewing. If any formatting errors are shown, click 'Fix all formatting errors' or 'Fix formatting errors' to clear any error found.

Mass Upload Bills_Clean and Finalize

Once there are no errors, click 'Import'.

Mass Upload Bills_Clean and Finalize(2)

After clicking 'Import', you will see notifications on your screen that the bills were successfully imported.

Mass Upload Bills_Imported Successfully

If you go back to the 'bills' section, you will find the recently imported bills.

Bills Uploaded successfully_2