Your first steps with Upflow

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14 articles in this collection
Written by Côme Chevallier, Nathalie Hallé, Jean-Malo and 1 other

General

How to create multiple platforms on Upflow?

Find out how to quickly and easily create a new organisation in Upflow.

Written by Samantha Semuhin
Updated over a week ago

As a C-level, how should I use Upflow?

You're a CEO, CFO or Finance Manager and you're discovering Upflow.

Written by Nathalie Hallé
Updated over a week ago

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Nathalie Hallé
Updated over a week ago

Dashboard Tab

At-risk rate

What is the at-risk rate? How is it calculated?

Written by Jean-Malo
Updated over a week ago

Billing Cohorts

The best way to improve your cash collection

Written by Nathalie Hallé
Updated over a week ago

As a C-level, how should I use Upflow?

Monitor your team's cash collection actions and outcomes

Written by Nathalie Hallé
Updated over a week ago

Cash Flow chart on the analytics tab

How is it calculated?

Written by Nathalie Hallé
Updated over a week ago

How does Upflow calculate your DSO?

Written by Nathalie Hallé
Updated over a week ago

What's the price of US postal reminders?

The postal reminders price breakdown.

Written by Nathalie Hallé
Updated over a week ago

How do I dismiss an action planned for today?

How do I program an action for another time?

Written by Samantha Semuhin
Updated over a week ago

How do I ignore a step in my workflow?

I would like to skip to the next step in my workflow.

Written by Nathalie Hallé
Updated over a week ago

Why don’t I have the same number of actions as the others?

Written by Nathalie Hallé
Updated over a week ago

Payments Tab

How to delete a payment imported via the UI or API

Written by Côme Chevallier
Updated over a week ago

How to import payments into Upflow?

What if I need to mass import payments from an external source?

Written by Nathalie Hallé
Updated over a week ago