![Peakflo_480_white.png]](https://help.peakflo.co/hs-fs/hubfs/Peakflo_480_white.png?height=40&name=Peakflo_480_white.png){kind=small}
Accounts Payable
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?
- How to restrict the Chart of Accounts (CoA) for non-inventory items in Peakflo?
Rules
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?
Custom Fields
Vendors
- 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?
- How to fill up the bank details of local US vendors?
- How to Correctly Fill in USA Vendor Bank Details and Resolve Errors?
- How to add vendors in Peakflo?
- How to add custom fields on the vendor form?
- How to export vendor list?
Purchase Requests
Purchase Quotes
Purchase Orders
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
My Approvals
Goods Receipt Notes & Service Receipt Notess
Budget
Reconciliation
Reports
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
- Processing Times for ACH Payments in the USA
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?
- How to set a default method for bill payments
Vendor Onboarding Management
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?
- How to save and submit non-PO bills in Peakflo?
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?