Accounting & Finance Teams
Accounts Payable & Budgets
107 articles
Our New Accounts Payable Module
Automated 3-Way Matching
Types of Matching in Procurify.
Legacy AP vs All New AP: Key DifferencesUnderstanding the difference between our Previous Accounts Payable module and our latest version:
How to create a Bill without a Purchase Order
What is Disable bill submission with unreceived items
How to create a bill for a partially received order
What happens if an email bounces back from the AP Automation invoice Inbox?
AP Automation: Invoice Inbox and AI-Enhanced Processing
Why can't I add a Purchase Order to a Bill?
Invoice detail verification hyperlink
FAQ: Bills
How to create a Bill for an expense reimbursement
How to create a Bill
How to add a credit to Bills
What is Deposit Billing?
Unbilled PO Item Export processThis article outlines the changes that comes with the new Accounts Payable module.
Unbilled PO Items Exporting
Receiving Log Export
Can I backdate a Bill?
How are taxes calculated in Procurify?
How are taxes applied and rounded to Bills?
How to search for a bills by assigned PO numbers
Can I edit a paid Bill?
How to make invoice numbers mandatory
How to delete a bill
How to add an unbilled item to a draft Bill
How to duplicate a Bill
How to reopen a denied Bill
How to create an additional cost type Bill Custom Field
Mandatory Fix Bill Comment Section
How to mark Bills as Paid from Manage Bills page
Why can't I see the Fix Bill button?
Using Advanced Filters to manage BillsHow to use filters to search for Bills using Vendor, Location, or Department
How to Offset a Paid Bill and Reconcile Your Budget
How to resolve the issue of bills not displaying on the Bills page in Procurify?
How to handle duplicate invoice numbers in Procurify?
What is Mark Bills as Synced?
Payment Processing Categories
Accounts Payable - Set Up
How to create a group and add an Approver for payments
Overall Spend: How to View Spend
How to add a new payee or payment method
How to set up a Vendor payment method
How to print checks or export ACH
How to add a bank account to Procurify
Self Approving Payments
How to create payments for your approved bills using external bank accountUtilizing Payment page to keep track of bills that are paid outside Procurify.
How to submit a transaction dispute
How to sync Bill Payments to QuickBooks Online
How to Schedule Payments from your Financial Account
What vendor fields are required to process bill payments via Airwallex?
FAQ: Bill Payments
How can I confirm if my bank account is linked to the Financial Account?
How to assign bill payments permissions
How to add funds to the bill payment account balance
How to approve/deny a Bill Payment request
Externally Managed Bill Payments
Procurify Managed Bill Payment
Setting Up Mail Forwarding to the AP Automation Inbox
How to add Vendor payment information for Airwallex payments
Is it possible to sync bill payment status from my ERP system to Procurify?
Direct Debit Payment OverviewHow to enable Direct debit on your Procurify domain.
Bill Payments: A Guide to Paying Vendors in Procurify
How to get notified of payment status made from Procurify?
How do I reissue a Failed Payment?What to do with a failed payment and how to reissue a failed payment
Setting up Vendor Payment Methods and Preparing PaymentsHow to set up vendor payment methods and utilize the updated streamlined payments process.
How to cancel a Bill PaymentHow to cancel a bill payment
International Bill Payments (US only)How to add international bill payment methods, set up default international payment methods, and how to make international bill payments
How to Bulk Prepare and Approve Payments in ProcurifyAccelerate your Accounts Payable workflow by batching up to 100 Bills into vendor-specific payment drafts and authorizing them in bulk.
How to manage and delete bills in Procurify, including handling draft payments and proceeding to payment?
How to disable an Account Code
How to link Account Codes to Locations & Departments in BulkHow to link, update, or delete the link between account codes and Locations or Departments in bulk using CSV import
How to unlink an account code
How to create a new Account Code
How to delete an Account Code
Can I mass delete account codes?
How to assign an Account Code to a Department
How to split expense or order item costs across multiple Account Codes
How to do a credit card reconciliation in different currencies
User unable to select credit card
Credit Card transactions not matching
How to export credit card transactions
How to complete a credit card reconciliation
How to edit a credit card
How to Import a credit card statement
How to delete credit card statement items in Procurify
Welcome to our new Budgets!
How to export Budget spend breakdown
How to update budgets in bulk
How to edit budgets
Why can't I give viewing access to certain users in Budgets?
How to manage Budgets
How to import Budgets
How to create a Budget
Is it possible to manage budgets in different currencies?
How to disable/enable Budget Overage
Budget Start Date Inconsistencies
How are Budgets allocated in Procurify?
Do I need to set up budgets in Procurify?
Why is an archived unbilled item still showing on my budget?