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Are you seeing discrepancies between Upflow and your billing/accounting software? There are various reasons that can explain it.

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Foreign exchange

Upflow uses the current spot rate for all the existing transactions to compute the organization’s balance in a single currency. It doesn’t rely on historical FX rates. This could explain minor differences between Upflow and your source system. It might be particularly acute when there is a high variability between the organization’s currency and the underlying invoices’ currencies. How to test it
  • Look at a customer with invoices in a currency different from your org currency that have a discrepancy.
  • Check the underlying entities that aggregate to the balance
  • If none is missing, it means the issue is related to FX.

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Unsent invoices

When sending your invoices from Upflow, they are imported into Upflow as Unsent by default and excluded from the analytics (learn more: Send invoices from Upflow). How to test it In your Invoices list view, check if you have any Unsent invoices.

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Invoices in the future

Upflow dashboard and analytics will not take into account invoices that are issued in the future, as it would create discrepancies between current and historical analytics. How to test it Check your invoices list view and identify invoices issued in the future.

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Synchronisation issue

One reason for a mismatch in the amount can be a synchronization issue. In that case,
  • We might be missing an invoice or payment in the source system, or
  • We might have missed a deletion, leaving the entity in Upflow.
This should be rare, as we rely on “fix” payments to ensure the balance in Upflow always matches the source system. Please submit a Support request at the top right, along with the following information: 📌 Finally, attach to the request screenshots of the relevant references from your invoicing tool.