Redesigned user management and permissions
May 29, 2025
We’ve made a series of updates to modernize and streamline how you manage users, roles, and permissions in Procurify. Here's what's new:
Manage Users page:
New Role Column: Easily see each user’s assigned role at a glance.
User Details page:
Modernized interface: A refreshed look for a more intuitive experience.
Status badge: Instantly see if a user is active or deactivated.
Full permission visibility: Quickly see exactly what permissions are set for a user.
Purchase price variance: Set limits directly from the user details page.
Delegated approvals: Delegate approvals right from the user details page.
Location & Department permissions: Now easier to set from the user details page.
Manage Roles & Permissions page:
Refreshed design: A cleaner, more modern layout.
Permission overview by role: Understand what each role can do at a glance.
User count by role: Instantly see how many users are assigned to each role.
Simplified user assignment: Assign users to roles more easily.
Improved role editing: A more intuitive experience for editing roles.
QuickBooks Online expense management integration
May 20, 2025
We’ve updated our QuickBooks Online integration to include expense management. No more double entry—just clean, connected data between Procurify and QBO.
Credit card bill sync: Credit card expenses can now be automatically synced to QuickBooks Online for easier tracking and reconciliation.
Reimbursable expense sync: Out-of-pocket expenses submitted for reimbursement are now synced directly to QuickBooks Online, providing a clearer picture of employee spending.
Combined tax rate support (Canada): For Canadian organizations, combined GST+PST tax rates are now properly mapped and synced to QuickBooks Online, ensuring accurate tax reporting.
Spend insights
May 14, 2025
We’ve launched Spend Insights, a powerful new analytics feature designed to help finance, procurement, and operations teams make faster, more informed spend decisions. By centralizing purchasing, expense, and accounts payable data in one place, Spend Insights gives you the visibility and confidence you need to spot trends, reduce risks, and take action—without relying on disconnected reports or exports.
What is Spend Insights?
Spend Insights is an AI-powered analytics tool built directly into Procurify. It helps you understand where spend is going so you can make proactive, data-driven decisions across your organization.
Key features:
Purpose-built dashboards: Visualize spend across purchasing, expenses, and AP with curated dashboards and filters.
Drill-down metric cards: Click into key metrics by vendor, category, account code, and more to uncover trends and anomalies.
Spend Analyst (Beta): Ask questions using plain language and get instant, AI-generated answers—no need to build reports manually.
Spend Insights is now available for Superusers and will be rolling out to more user roles in the coming months. Data is refreshed twice daily to ensure you’re working from the latest information
Learn more:
Order management improvements
May 05, 2025
We’ve improved the experience of managing orders to make it more accessible and efficient for users.
New fixed approval bar: Total cost, approver selection, and approve/deny actions now appear in a fixed bar at the bottom of the order details page to eliminate unnecessary user scrolling.
Improved order status visibility: Clear status labels now appear on the order status and order details pages to improve readability and accessibility.
Improved order header layout: The order details header now has a clear visual hierarchy for faster scanning and a unified “Edit” action that consolidates editable order fields.