Accounting & Finance Teams
Accounts Payable & Budgets
100 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 Manage Account Codes in ProcurifyLearn how to create, assign, unlink, disable, or delete an Account Code in Procurify's Chart of Accounts, and what happens to historical data when an Account Code is removed or…
- 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 Bill Custom Cost
- 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
- How to Set Up Email Forwarding for AP Automation InboxConfigure an auto-forwarding rule from your organizational accounts payable email to your Procurify inbox to automate vendor Invoice capture.
- 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 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 edit budgets
- Why can't I give viewing access to certain users in Budgets?
- How to manage Budgets
- How to Import Budgets in ProcurifyImport a CSV file to create, update, or delete multiple budget categories in bulk from Settings > Manage 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?