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Support
  1. Key CashFlow
  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

  • 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

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
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    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.

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