Help & Support

To help you get the best out of WOWinflow, we’ve tried to cover everything in Help & Support. If you can’t find what you are looking for or have any other questions, please use the Help & Support contact form below for a quick response.

I forgot my password. How do I reset it?

From the LOG-IN screen click 'Having trouble signing in?' then Reset Password. You will be sent an email with a 'Password Reset' link to choose & confirm your new password and then you can log-in with your new credentials.

How do I change my password?

If you are Logged-in to your account, click MY INFO > ACCOUNT DETAILS and type your new password in the 'Password + Confirm Password boxes'.

Why am I not receiving any emails from WOWinflow?

This is usually down to emails being considered as junk / spam. Check your mailbox junk / spam folder and ensure you whitelist email from WOWintelligence.com and WOWinflow.com.

How do I sign up and set up a new account?

Go to the pricing page on our website, choose a monthly or annual sign-up option and click SIGN-UP. From the LOG-IN page click ‘Create one now!’

Choose either Company or Accountants / Bookkeepers and click SIGN-UP. Add your info and click CREATE ACCOUNT.

VERIFY the email we send you (if it doesn’t arrive check your junk / spam) and LOG-IN. You can start adding companies immediately or go to your ‘Account home’ to set up users etc.

How do I add my company or a new company to my account?

From your WOWinflow account home page, click ‘ADD NEW COMPANY’, select the accounting package that the company you want to add uses and you will be re-directed to log-in to the accounts package to connect the company (if you are already logged into the accounts package, log-out of it before connecting WOWinflow). Once the connection is confirmed, complete the payment and the company will be automatically set up in your WOWinflow account. Click the company 'refresh' button on your WOWinflow account home screen and you’re ready!

How do I refresh my WOWinflow data?

From your WOWinflow account home screen click the circular 'Refresh account data' button next to your company. If you are within a company dashboard you can click the 'Refresh account data' button at the top of the screen. WOWinflow will also let you know (via the 'Alerts' tab in the company dashboard) when the data was last updated.

How do I manage / add users to my account?

From your Account Homepage click the 'Manage Users' button at the top right of the screen. You can ‘Manage Users’, see ‘Users by Company’ (if you have more than one company connected) and ‘Add a User’.

MANAGE USERS

View a total list of users on your account and select / deselect their permissions. If you have multiple companies, you can view which companies and what permissions they have for each.

USERS BY COMPANY

Select a company to view the users for this company and their permissions.

ADD USERS

Here you can 'Add a User' and apply which company / companies they have access to and their permissions. They will be sent an ‘Account Invitation’ by email and will become active once they have accepted.

How do I manage User Roles and User Permissions?

You can change User Roles and add / remove their permissions within the 'Manage Users' link at the top of the account home page. Here's a list of the different User Roles and the permissions that each User Role includes, to ensure the right people in your organisation have the relevant access and permissions within your WOWinflow account.

Account Owner

Full access to all functions within the Account.

Manage Account Administrators.

Manage all Companies.

Manage Administrator access to all Companies.

Manage User access to all Companies.

Managing financial aspects of the Account.

Create reports, export & download data from all Companies.

Account Administrator

Full access to all functions within permitted Accounts.

Manage Account Administrators (but not the Account owner).

Manage all Companies.

Manage Administrator access to permitted Companies.

Manage User access to permitted Companies.

Managing financial aspects of the Account.

Create reports, export & download data from all companies.

Company Admin

Manage permitted Companies.

Manage Administrator access to permitted Companies.

Manage User access to permitted Companies.

Managing financial aspects of permitted Companies.

Create reports, export & download data from permitted companies.

Company User

View permitted Companies.

Refresh data of permitted Companies.

Create reports, export & download data from permitted companies.

Billing & Invoicing

To see an overview of billings for your account by company click MY INFO > BILLING

From within a company, click 'Subscription' button to view all invoice details for that company and click on the invoice PDF to have a copy emailed to you. If you are on monthly subscription and want to SAVE 20%, click the ‘CHANGE TO ANNUAL SUBSCRIPTION’ button.

How do I disconnect a company from my accounts package?

Click on the company from your WOWinflow Account Home Page and click the 'Disconnect' button (top right of screen) and select DISCONNECT. If you can’t see the disconnect button you haven’t been given the relevant permission from your Account Administrator.

How to use the PREDICT FEATURE

PREDICT See Predict feature video on our Features Page - www.wowintelligence.com

How can I see what cash I should have by date? Predict shows your intelligent cash inflow predictions over the next 90 days. Hover on any of the 90-day markers to see how much cash your business should have by that date. The graph predictions include your current bank balance taken from your accounts package.

How do I remove the bank balance from predictions? Click the link at the top of the graph to remove current bank balance from your predictions graph (The Predict graph will now show your cash inflow predictions from outstanding invoices only).

How do I compare WOWinflow predictions against payment terms and average days to pay? To compare WOWinflow forecasts against your payment terms and/or average days to pay cash inflow forecasts, click the ‘Terms’ / ‘Average’ buttons on the Predict graph.

How do I see a list of invoices predicted to be paid by date and make notes for credit control? Click on any marker to see a list of invoices which are predicted to be paid by that date. Click ‘edit’ next to each invoice to add credit control notes to an invoice and add a customer promised date (if provided by the customer) so you can compare WOWinflow predictions against terms due date and the customer promised date. Click the invoice number to see the invoice details and customer contact information to chase payment.

How do I exclude an invoice from Predict? To exclude an invoice from your predictions, click ‘exclude’ (e.g. if you have been told the invoice won’t be paid’), you can always ‘include’ this invoice again (click ‘include’) if you resolve things. If you want to permanently remove an invoice from your predictions click ‘paid’. If you Exclude/Remove an invoice from Predict, it will also Exclude/Remove it from the Action Feature.

How do I download data from Predict? Once you have clicked on day marker, you can download the data by clicking the ‘Download’ button on the top right of the screen.

How to use the ACTION FEATURE

See Action feature video on our Features Page - www.wowintelligence.com

Action intelligently categorises your outstanding invoices in order of priority and risk in a simple traffic light system.

How do I make notes for credit control action? Click ‘edit’ next to each invoice to add credit control notes to an invoice and add a customer promised date (if provided by the customer) so you can compare WOWinflow predictions against terms due date and the customer promised date. Click the invoice number to see the invoice details and customer contact information to chase payment.

How do I exclude an invoice from Action? To exclude an invoice from Action, click ‘exclude’ (e.g. if you have been told the invoice won’t be paid’), you can always ‘include’ this invoice again (click ‘include’) if you resolve things. If you want to permanently remove an invoice from Action click ‘paid’. If you Exclude/Remove an invoice from Action, it will also Exclude/Remove it from the Predict Feature.

How to use the EDGE FEATURE

How do I create a new Edge scenario and use the Edge feature? To create a new scenario, click Edge from the company dashboard and click ‘Create New Scenario’. Select the number of years, start month and year you want your forecast to start from and then click ‘Create’. Input your sales forecast figures in the boxes, give your scenario a title and click ‘Calculate and Save’.

Edge intelligently shows your predicted cash inflow based on your sales forecast, your customer mix and their payment patterns & behaviour (not payment terms or averages). You can compare against a standard payment terms forecast by clicking the ‘Terms’ button to see the difference in Edge intelligent cash inflow predictions Vs Payment terms. You can download the Edge data and copy into your cash flow spreadsheets or cashflow forecasting software - click download from the Edge Graph screen. You can edit, copy and delete a scenario by using the buttons and create brand new scenarios or view a saved scenario by following the links on the Egde Graph screen.

How to use the WATCHLIST FEATURE

See The Watchlist feature video on our Features Page - www.wowintelligence.com

The Watchlist shows customers who's payment patterns have become erratic (breaking their normal payment behaviour patterns).

Click on ‘Balance Outstanding’ to see breakdown of outstanding invoices from this customer. Click the invoice number to see the invoice details and customer contact information to chase payment. Once this customer’s payment pattern has returned to normal, they will automatically be removed from The Watchlist by WOWinflow.

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