6 quick tips for a successful set-up call

#1 Start jotting down questions

Come prepared to discuss how you plan to use Cashflow360℠. The Specialist will be focused on your specific processes and needs, so it’s the best time to get all your scenarios covered and questions answered.

#2 Collect a few of your bills and invoices

You’ll have the opportunity to walk through the process and see how easy it is to pay and get paid while on the call.

#3 Invite the right teammates

Make sure you have your Cashflow360 administrator and your accounting system administrator on the call. They are required to attend to do the set-up and connect your accounting system. If you have someone else who manages the day-to-day AP and AR workflow, they will likely be a great contributor on the call. It is recommended to keep the audience to key participants only; additional users can be trained in your subsequent training session.

#4 Make a list of users

If you have approvers, reviewers, clerks or other members of the AP / AR process, the Specialist will walk you through how to get them set up.

#5 Get your company logo

During set-up we will help ensure that your account and communications are recognizable for your vendors and customers. The logo image must be in one of the following formats: JPG, GIF, PNG. The default image size is 100 pixels (width) by 50 pixels (height).

#6 Do a quick review on sync

Check out the Support Center articles on accounting system sync to get an idea of what it is and how it works. Be on the lookout for specific instructions related to your accounting system that will be sent following appointment booking.