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| Cashflow360

| Cashflow360

  1. Cashflow360
  2. Xero
  3. Tips and Best Practices

Tips and Best Practices

  • Sync Matrix for Xero
  • Sync with Xero: At a glance
  • Xero sync - Best practices
  • Xero sync: Frequently asked questions (FAQ)
  • Xero: Credit Card type accounts on bills
  • Xero: Sync only approved bills and invoices from Xero
  • Xero: Vendor Preference setting to not sync transactions from Xero

ACCOUNT SETUP View all

  • Get Started checklist
  • Enabling accounting preferences
  • Enabling accounting classifications
  • Create an accounting classification

GETTING PAID View all

  • Adding new customers
  • Enter a new Invoice
  • Portal accounts: what the customer sees
  • Payment timing - Receivables

CONNECTING WITH MY VENDOR View all

  • Set up a vendor for ePayment
  • Inviting a vendor to be paid electronically
  • Large Biller Vendor ePayment Setup
  • Applying payments to the correct account

PAYABLES / HOW TO PAY View all

  • Enter a new bill
  • Paying Bills
  • Payment timing - Payables
  • Vendor not connected yet

QuickBooks for Windows View all

  • QuickBooks for Windows Sync Setup Guide
  • QuickBooks for Windows - Sync dashboard local setup installation
  • QuickBooks for Windows - Server or Hosting provider sync dashboard installation
  • Sync with QuickBooks for Windows

QuickBooks Online View all

  • QuickBooks Online Sync Setup Guide
  • QuickBooks Online Sync - At a Glance
  • QuickBooks Online Sync - FAQ's
  • QuickBooks Online Sync - Notes and Known Limitation

NetSuite/Intacct/Xero View all

  • NetSuite Sync Setup Guide
  • Intacct Sync - User Guide
  • Xero Sync Setup Guide
  • Other Accounting Systems

Import/Export View all

  • Best practices: Importing non-transaction records
  • Best practices: Importing transactions
  • Exporting records and transactions from Bill.com using .CSV files
  • Export Profiles: Customizable Export Reports

Payables View all

  • Approver Settings
  • What to expect when voiding payments
  • Recurring Bills
  • Pay a Vendor feature

Receivables View all

  • Recurring Invoices
  • Auto Reminders for Invoices
  • Charging a customer
  • Setting up Auto Pay for a customer
    Load more

    FAQ

    What a customer sees when charged for a payment Vendor not connected yet Managing Vendor payment methods Payment timing - Payables Check payments Charging a customer Updating a vendor's bank information Setting up and using the Network Applying vendor credits Processing Items from the Inbox

    Can’t find your answer?

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    Chase Cashflow360℠ is an electronic invoicing, payment and collection service provided by JPMorgan Chase Bank, N.A. ("Chase") to its customers. In providing Chase Cashflow360 to its customers, Chase uses the services provided by certain application service providers, including Bill.com, Inc. ("Bill.com"), and the service allows for the delivery and receipt of invoices electronically using the Bill.com network. JPMorgan Chase and Chase are marketing names for certain businesses of JPMorgan Chase & Co. and its subsidiaries worldwide.

    JPMorgan Chase Bank, N.A. Member FDIC

    © 2023 JPMorgan Chase & Co.