Most of the data is updated automatically shortly after it has been saved in Sage.
You can also manually update data from Sage by clicking on the Refresh data link above the Invoices table:
or by navigating to the Sage section of the Settings page:
You can disconnect HedgeFlows from your Sage account in the Sage section of our Settings page:
By default, we filter out paid and voided invoices from the Invoice table. You can include them in the table by clicking "All" in the top section of the table:
Yes, we support bulk payments and aggregating invoices to the same beneficiary via our Bulk payments flow. Simply choose the invoices you want to pay from the Invoices table. We will process them in bulk and record individual currency payments with correct exchange rates and currency amounts back to Sage (coming soon):
We currently don't offer the following:
If you can't find the feature that you would like to see, please send an email to support@hedgeflows.com
(Coming soon) Provided you have permitted us to do so doing Sage integration setup we will automatically record foreign currency payments executed from your HedgeFlows account in Sage. Regular currency transfers are recorded in HedgeFlows Clearing Account. You will need to add a funding transfer from your bank account to the HedgeFlows account manually.
(Coming soon) Payment processing fees will appear on the HedgeFlows Clearing account.