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What is Key CashFlow?

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How do I setup my account?
How do I pay a bill?

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How do I add a vendor?
How do I add another user?

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When will my payment arrive?
  • Getting Started
  • Advanced Features
  • Syncing
  • Message Center

Account Setup View all

  • What is Key CashFlow?
  • How do I enroll in Key CashFlow?
  • How do I add a bank account?
  • How do I add a new bank authorized user?
  • How do I add a new collaborator user?
  • Company setup

Connecting with my Vendors View all

  • How do I make a payment with Key CashFlow?
  • How do I set up a new vendor?
  • How do I invite a vendor to be paid electronically?
  • Managing vendors' payment methods
  • How do I make a payment through the large biller network?
  • Best practices for entering vendors

Making Payments View all

  • Paying bills
  • Making a payment without creating a bill
  • Payment timing
  • Combining or separating bill payments to the same vendor
  • Selecting a process date when scheduling a payment
  • Process date vs. arrives by date

Bill Management View all

  • Entering a new bill
  • Editing an existing bill
  • Recurring bills
  • Approving and denying bills
  • Deleting a bill
  • Working with purchase orders

Get Paid (Receivables) View all

  • How do I add a new customer?
  • How do I charge my customer once?
  • Setting up Auto Charge for your customer
  • Receivables timing
  • Sending a note to a customer
  • What a customer sees when charged for a payment

Networking with Vendors and Customers View all

  • Setting up and using the Network
  • Searching for a business in the Bill.com Network
  • Sending a reminder for Network Invites
  • Invitation sent to a vendor already using Bill.com
  • Network icon
  • Disconnecting a Network connection

Reporting View all

  • Reports overview
  • 1099 filing
  • Bank balance
  • To Do List

Import / Export View all

  • Best practices: Importing non-transaction records
  • Best practices: Importing transactions
  • Exporting records and transactions from Bill.com
  • Customizable export reports

My Ticket History

Ticket Id Company Name Subject Created Last Activity Source Status
Show more history

My Ticket History

To view the Message Center, please log in to Key CashFlow and click Support.

QuickBooks Online View all

  • QuickBooks Online sync: At a glance
  • Sync setup guide for QuickBooks Online
  • FAQs for QuickBooks Online sync
  • QuickBooks Online sync: Notes and best practices

Xero View all

  • Sync with Xero: At a glance
  • Sync setup guide for Xero
  • Best practices for syncing with Xero
  • FAQs for Xero

QuickBooks for Windows View all

  • Sync with QuickBooks for Windows: At a glance
  • QuickBooks for Windows sync setup guide
  • Sync dashboard local setup installation
  • Server or hosting provider sync dashboard installation

NetSuite / Intacct View Intacct View NetSuite

  • Sync with Oracle NetSuite: At a glance
  • Oracle NetSuite sync setup guide
  • Oracle NetSuite: Best practices and additional information
  • Sage Intacct sync - Standard setup guide
  • Sage Intacct sync - Multi-entity sync setup guide
  • Sage Intacct sync guide: Requirements for Sage Intacct settings

FAQ

How do I make a payment without creating a bill? How do I pay a bill? How do I process items from the Inbox? How do I add a vendor? How do I apply vendor credits? How do I attach a document to an offline payment? How do I add another user? When will my payment arrive? Process date vs. arrives by date How do I cancel a payment? When can I void a payment? How do I contact Key CashFlow Support?

Can’t find your answer?

For phone support, please contact KeyBank Commercial Banking Services at 1-800-539-9039, Option 5, Monday - Friday 8am-8pm ET.

Chat & Email Support are available Monday - Friday, 8am-9pm ET.

Message Center
Contact us

Getting Started

Account Setup View all

  • What is Key CashFlow?
  • How do I enroll in Key CashFlow?
  • How do I add a bank account?
  • How do I add a new bank authorized user?
  • How do I add a new collaborator user?
  • Company setup

Connecting with my Vendors View all

  • How do I make a payment with Key CashFlow?
  • How do I set up a new vendor?
  • How do I invite a vendor to be paid electronically?
  • Managing vendors' payment methods
  • How do I make a payment through the large biller network?
  • Best practices for entering vendors

Making Payments View all

  • Paying bills
  • Making a payment without creating a bill
  • Payment timing
  • Combining or separating bill payments to the same vendor
  • Selecting a process date when scheduling a payment
  • Process date vs. arrives by date

Bill Management View all

  • Entering a new bill
  • Editing an existing bill
  • Recurring bills
  • Approving and denying bills
  • Deleting a bill
  • Working with purchase orders

Advanced Features

Get Paid (Receivables) View all

  • How do I add a new customer?
  • How do I charge my customer once?
  • Setting up Auto Charge for your customer
  • Receivables timing
  • Sending a note to a customer
  • What a customer sees when charged for a payment

Networking with Vendors and Customers View all

  • Setting up and using the Network
  • Searching for a business in the Bill.com Network
  • Sending a reminder for Network Invites
  • Invitation sent to a vendor already using Bill.com
  • Network icon
  • Disconnecting a Network connection

Reporting View all

  • Reports overview
  • 1099 filing
  • Bank balance
  • To Do List

Import / Export View all

  • Best practices: Importing non-transaction records
  • Best practices: Importing transactions
  • Exporting records and transactions from Bill.com
  • Customizable export reports

Message Center

    Load more

    Syncing

    QuickBooks Online View all

    • QuickBooks Online sync: At a glance
    • Sync setup guide for QuickBooks Online
    • FAQs for QuickBooks Online sync
    • QuickBooks Online sync: Notes and best practices

    Xero View all

    • Sync with Xero: At a glance
    • Sync setup guide for Xero
    • Best practices for syncing with Xero
    • FAQs for Xero

    QuickBooks for Windows View all

    • Sync with QuickBooks for Windows: At a glance
    • QuickBooks for Windows sync setup guide
    • Sync dashboard local setup installation
    • Server or hosting provider sync dashboard installation

    NetSuite / Intacct View Intacct View NetSuite

    • Sync with Oracle NetSuite: At a glance
    • Oracle NetSuite sync setup guide
    • Oracle NetSuite: Best practices and additional information
    • Sage Intacct sync - Standard setup guide
    • Sage Intacct sync - Multi-entity sync setup guide
    • Sage Intacct sync guide: Requirements for Sage Intacct settings