Your first steps with Upflow

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18 articles in this collection
Written by Côme Chevallier, Nathalie Hallé, Jean-Malo and 2 others

General

Getting Started Guide for Admins

The Admins' “Getting Started” Guide

Written by Nathalie Hallé
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

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

Dashboard

At-risk rate

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

Written by Jean-Malo
Updated over a week ago

How does Upflow convert your multi-currency in your platform?

Written by Nolwenn Launay
Updated over a week ago

Analytics Tab

Filtering and exporting Analytics

Access, filter and export reliable data in real time based on your specific needs!

Written by Nolwenn Launay
Updated over a week ago

Follow performed actions month by month

From your Analytics, follow which type and how many actions your team has sent from Upflow!

Written by Nolwenn Launay
Updated over a week ago

How does Upflow calculate your DSO?

Written by Nathalie Hallé
Updated over a week ago

Billing Cohorts

The best way to improve your cash collection

Written by Nathalie Hallé
Updated over a week ago

Cash forecast

70% of companies die in the first 5 years due to lack of cash. Knowing your cash projection is therefore critical.

Written by Samantha Semuhin
Updated over a week ago

Cash Forecast chart on the analytics tab

How is it calculated?

Written by Samantha Semuhin
Updated over a week ago

Actions Tab

How to add attachments to my emails?

You can easily send your customers order forms, tax documents or timesheets along with their invoices to your emails. Find out how below!

Written by Samantha Semuhin
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 Nolwenn Launay
Updated over a week ago

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

Written by Nolwenn Launay
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