📄What is Accounts Flow?
This is a summary for the Accounts Flow integration
Overview
Accounts Flow is a third party system that can generate Invoices for a wide range of suppliers that can be downloaded and imported into Bepoz at the touch of a button.
- The Accounts Flow integration is an automated e-Invoicing system which was designed specifically for restaurants, retail, and other businesses dealing with the tedious task of SKUs/Inventory data entry
- Bepoz has a very intuitive import routine that allows for doing the following:
- Import multiple invoices from multiple suppliers at once
- Create new suppliers in Bepoz upon import - no need to have the Supplier in Bepoz prior to import
- Create new items in Bepoz upon import - no need to have the Products already in Bepoz prior to import
- This integration requires setup in BackOffice and FlowDownloader.exe (Not required in Version 4.8+) to import invoices into Bepoz from Accounts Flow
- In Version 4.8+ A scheduled Job replaces the Flow Downloader program and is configured accordingly.
Prerequisites
- Accounts Flow (Purchasing Link) requires authorisation. Contact Your Account Manager for more information
- To setup Accounts Flow, the applicable Operator Privileges will need to be enabled
- System Setup: "Maintain Supplier Comms" Flag
- Suppliers: "View Suppliers" Flag
- Suppliers: "Create New Suppliers" Flag
- Suppliers: "Edit Suppliers" Flag
- Purchasing & Receiving: "Receive Purchase Orders" Flag
- Purchasing & Receiving: "Receive Manual Receipt" Flag
BackOffice Setup
- Quick edits on Supplier Numbers for other Suppliers and creation of a Supplier called Accounts Flow within the Supplier module
- In Version 4.8+ A scheduled Job replaces the Flow Downloader program and is configured accordingly.
- For Version 4.7 and below, Download and install FlowDownloader.exe and set up details received from AccountsFlow Support.
- Go to Stock Control>Purchasing & Receiving to start receiving invoices from Accounts Flow