Upflow changelog
Upflow changelog
upflow.io

Sit back and let our Salesforce integration take the wheel

 

New

  

Our Beta salesforce native integration imports your contacts and syncs your Account Managers to Upflow.

Say goodbye to double entries, missed portfolio changes, and reminders sent to the wrong contact.

Implement it in just a few clicks.

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Display the currency prefix only if necessary

 

Improvement

  

We improved the way currency is displayed in Upflow:

Automatically, Upflow will display the currency symbol. Yet, if there are multiple currencies with the same symbol, then the relevant prefix will appear (for example, CA$). If there is no symbol, then it shows the full ISO code.

No settings required!

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We also chose to remove the currency column on the invoice, credit note, and transaction list views.

Why? We want to declutter the views as much as possible to help you find the information you need at a glance. Don’t worry, we kept the currency filters.

Find out who the is the owner of your organization

 

New

  

You need to change a parameter in Upflow but don’t know who the owner of your organization is?

No need to contact our support anymore. Simply go to ‘Members’, filter on the ‘Role’ and that’s it! You can even ask for an ownership transfer.

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Un-assign account managers all by yourself

 

Improvement

  

You've decided to change the account manager for an account (or more than one)?

You don't need to contact your Upflow Customer Success Manager to do so: you can replicate now this in Upflow autonomously.

You can un-assign and/or re-assign an account manager directly from the customer page.

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Display your outstanding balance using the currency code

 

New

  

Do you have several dollar currencies and struggle to differentiate them?

You can now display those with their currency code (USD, CAD, etc.) to differentiate them easily.

To activate it, go to your settings and update the Display from symbol ($) to code (USD, CAD, etc.).

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Automatically merge attachments to your invoice PDF

 

New

  

Your invoice PDF don't include all the necessary information for your customer to pay them fast?

You can now automatically merge other relevant documents to the invoice in Upflow before sending it to your customer.

Available for our QuickBooks Online and Xero integrations, Upflow can merge natively sync Invoices with PDF attachments.

Contact your Customer Success Manager to

  • check if this is relevant for you,
  • activate this feature.

Attach any necessary document to your letters

 

New

  

At later stages of your collection workflow, some customers need a physical reminder to get them to pay their invoices. It takes the form of a letter sent from Upflow.

We want to remove as much manual work as possible from your cash collection and save you even more time. That’s why this letter could already include a printed version of the invoice. Now, you can attach any other relevant document you need to it.

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Only Admin users can now set an organization live

 

New

  

To avoid over-enthusiastic team members setting an organization live in Upflow, it is now exclusively possible for the admin users to do so.

Why? It prevents triggering automatic reminders to be sent without the admin being aware of it.

Only Admin users can now move from a “Test mode” to a “Live mode”.png

The Transactions list gets a makeover

 

Improvement

  

After the Invoices and the Credit Notes, it’s time for the Transactions list to be upgraded.

This new view allows you to better manage the transactions thanks to filters and customization options.

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You expected it: you can now add the Expected Payment Date

 

New

  

When your customer tells you that “The payment is on its way. You should get it by (date)”, it is now possible to add this information in Upflow as the ‘Expected Payment Date’.

All you have to do is go to the Invoice view > add the respective column > add the information anytime you get that information.

It is precious to avoid sending reminders to a customer who has already sent the payment, as it will by default offer to pause the collection for that specific invoice.

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