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Peakflo October 2022 Releases

October 24, 2022

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
You can find the original post here:
https://help.peakflo.co/whats-new-at-peakflo

Accounts Payable New Releases

Accounts payable managers don’t need to keep reminding approvers of pending approvals anymore! All the approvers will receive daily emails from Peakflo containing the details of all their pending approvals.

WHAT-OCT_email-daily-brief

The finance team can now communicate effortlessly by leaving comments on purchase quotes or bills timeline. The stakeholders will get notified instantly via email.

WHAT-OCT_PO-NOTE (1)

Bill viewers and Approvers can also get instantly notified with a customizable note when a bill is deleted or canceled.

WHAT-OCT_customizable-note-when-a-bill-is-deleted-or-canceled

Now the procurement and finance teams can export purchase orders in CSV.

WHAT-OCT_CSV-EXPORT-PO

Finance teams can easily categorize and track bills by adding custom fields to the table views. In the table view, the custom fields can be filtered for better visibility of bills and purchase quotes

WHAT-OCT_UPDATE-CUSTOMER-IN-BULK-CUSTOM-FIELD

The purchase quote requester’s name will be added automatically to the purchase quote form. The admins will be able to edit this field. The finance team can also view and filter the requester's name in the purchase quotes table view.

WHAT-OCT_PO-requester-auto-fill

Finance teams and employees can collaborate and manage budgets seamlessly by adding budget members in addition to budget owners. The budget members will only have access to the budgets they have been assigned to.

WHAT-OCT_budget-members

Budget owners and budget members will get email notifications once the budget limit exceeds 50%, 80%, 90%, and when the budget is finished or has exceeded the initial amount.

WHAT-OCT_approvers-will-receive-daily-emails-from-Peakflo

Accounts Receivable

The finance managers can request different types of customized reports from Peakflo for more visibility and control.

WHAT-OCT_CUSTOM-REPORT

The admins can add limitless subsidiaries to the parent company to be able to send reminders and access reports both at the company and subsidiary levels.

Why leave it there?

To find out more about Peakflo

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