How to send supplier / expense payments through SP using Flowbrite
Get started with Flowbrite and easily send and track supplier payments through Safari Portal.
To begin sending supplier payments through Safari Portal, you'll first need to set up an account with Flowbrite.
- Contact Rob Smith at Flowbrite to set up an account. You can reach him at [email protected].
- Ask him for your SP key and enter that into your Integrations tab.
⚠️ Important: Only the Account Admin can connect the Flowbrite integration.
Step-By-Step Instructions
- In Flowbrite, create beneficiary accounts for anyone you will need to send payments to.
- Back in Safari Portal, you'll need to link Flowbrite beneficiaries with Safari Portal contacts:
- From the Contacts module, click Edit next to a contact
- Navigate to the Flowbrite tab
- Search for the already created beneficiary in Flowbrite and click Connect.
- Start sending supplier payments!
- Simply click Pay on an expense payment, and the system will send the instruction to Flowbrite to process the payment. Once the payment is settled, it will automatically update in SP.
- Troubleshooting trick: if it doesn't let you click the Pay button, make sure Flowbrite is selected as the Payment Processor on the Expense, and that the contact is connected to the relevant Flowbrite beneficiary.
- An email notification will also be sent to both you and the supplier when the payment is initiated.
- If foreign exchange is involved, you will also receive an email confirming the exchange rate.
Interactive Tutorial
Where Flowbrite Is Available
- The Safari Portal-Flowbrite integration is available to businesses registered in:
- Åland Islands (ALA)
- Austria (AUT)
- Belgium (BEL)
- Bulgaria (BGR)
- Canada (CAN), excluding Quebec
- Croatia (HRV)
- Cyprus (CYP)
- Czech Republic (CZE)
- Denmark (DNK)
- Estonia (EST)
- Finland (FIN)
- France (FRA)
- French Guiana (GUF)
- Germany (DEU)
- Gibraltar (GIB)
- Greece (GRC)
- Guadeloupe (GLP)
- Hungary (HUN)
- Iceland (ISL)
- Ireland (IRL)
- Italy (ITA)
- Latvia (LVA)
- Liechtenstein (LIE)
- Lithuania (LTU)
- Luxembourg (LUX)
- Malta (MLT)
- Martinique (MTQ)
- Mayotte (MYT)
- Netherlands (NLD)
- Norway (NOR)
- Poland (POL)
- Portugal (PRT)
- Réunion (REU)
- Romania (ROU)
- Saint Martin (French part) (MAF)
- Slovakia (SVK)
- Slovenia (SVN)
- Spain (ESP)
- Sweden (SWE)
- United Kingdom (GBR)
- United States (USA)
- ⚠️ Although the Safari Portal–Flowbrite direct integration is not currently available for businesses registered in Africa, China, Japan, or Singapore, you can still use Flowbrite independently outside of Safari Portal to help lower bank fees and foreign exchange costs.
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