Accounting & Finance Teams
Accounts Payable & Budgets
107 articles
- 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
- 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 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 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?