Upflow changelog
Upflow changelog
upflow.io

Filter on your paused customers

 

New

  

Context is everything in your collection process. So Upflow allows you to pause the collection for a specific customer.

But when you have many customers, it can be easy to forget a process on pause.

To help you track your team’s collection efforts and make sure nothing falls through the cracks, we provide you with an overview of where your customers are in the collection process and more specifically which ones are paused.

We’ve thus added new filtering options where you can:

  • Simply be able to list out which customers have been paused in order to sit down with your team and do a portfolio review, or @ mention them in the timeline to challenge the pause status.
  • Have some visibility of the total outstanding paused

Let us know if you have any feedback!

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New invoice list design

 

New

  

Sometimes, looking for specific invoices can be like searching a needle in a haystack.

That’s why we improved our invoices list to make it easier for you every step of the way: Better ergonomics, more advanced features, you’re going to love it!

You can now add, remove and re-order columns but also have advanced filters.

Let us know if you have any feedback!

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How to mention a teammate in Upflow?

 

New

  

Cash collection can involve many teams at different stages. You want to make sure the right people have access to the right information at the right time, which can be difficult to do as every team has its own tools, and often, conversations get lost.

Upflow @mention feature helps you collaborate cross-department.

Ping another coworker of your Upflow platform without switching to another tool and keep everything logged on your customer’s timeline, even internal conversations with your teammates!

Discover here how it works and improve your AR collaboration now.

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Add your outstanding invoices to automatic email reminders and collect cash faster!

 

New

  

Want to make it easy for customers to see their outstanding invoices?

Your customers are not opening the customer portal despite your instructions?

You can now attach invoices to all automatic email reminders in Upflow.

Click here to learn more.

See on my platform →

Cash forecast

 

New

  

Good news! We just added a cash forecast feature. It will help you plan your growth and know how much cash will come in over the next 6 months.

How does it work? It's quite simple! It's based on your previous sales and your past collection speed. You only have to add your projected sales to get an estimate of how much cash will come in.

Check out the FAQ article

See on my platform →

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Monitor your DSO evolution

 

New

  

Do you want to compare last year's performance to this one? Want to understand your cash seasonality?

Now you can with our historical analytics. Go back in time and track your progress!

See on my platform →

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Add attachments to your reminders

 

New

  

Add any contextual document that will help you collect your cash faster!

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

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ACH payments on your portal

 

New

  

Make it easy for your customers to pay you by offering ACH payments on your portal.

Using our Stripe integration you will be able to debit your customers' bank accounts, save time and reduce your payment fees.

Add this new payment method

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Create new organizations easily

 

New

 

 

Do you want to add another business or subsidiary to Upflow?

Head over to the menu and quickly get started!

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Pin, edit and delete your notes

 

New

 

 

How frustrating is it to write a note, publish it, and 2 seconds later realizing there is a typo and that it will stay there forever? We used to inflict you this, but not anymore. From now on, you can delete or update notes even after they are published.

Does the last note need to stand out? Pin it to your customer and access it easily.

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