6 quick tips for a successful set-up call
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 software administrator on the call. They're required to attend to do the setup and connect your accounting software. 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's 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 setup we'll 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 software sync to get an idea of what it is and how it works. Be on the lookout for specific instructions related to your accounting software that will be sent following appointment booking.