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Accounting & Finance Teams
Accounts Payable & Budgets
104 articles
How to create a Bill without a Purchase Order
How to make a Deposit Payment (Beta)
What is Verified 3-Way Matching (Beta)
How to create a bill for a partially received order (Beta)
What happens if an email bounces back from the AP Automation invoice Inbox?
What is AP Automation?
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
How to submit an Expense for Payment
Welcome to our new Accounts Payable module (Beta)!
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 mark a payment as paid
How to add a bank account to Procurify
How to mark an Expense Bill as Paid
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 create a payment for a bill
How to reopen a denied Bill
How to filter Bills
How to create an additional cost type Bill Custom Field
Mandatory Fix Bill Comment Section
How to disable an Account Code
How to link Account Codes to Locations & Departments in Bulk
How to unlink an account code
Can I link account codes and departments in bulk? (Legacy Budgets)
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
What happens when the budget value is 0? (Legacy Budgets)
How to close Budgets in bulk (Legacy Budgets)
Why do Budgets look different on the mobile app? (Legacy Budgets)
Managing Budgets & FAQ (Legacy Budgets)
How to close a Budget (Legacy Budgets)
Why do Budgets with elapsed time periods remain active? (Legacy Budgets)
How to reactivate a closed Budget (Legacy Budgets)
How to update or view a planned or scheduled Budget (Legacy Budgets)
Why can't I see Budgets when approving a Bill or payment? (Legacy Budgets)
Does Procurify track rollover spend?
How to import Budgets (Legacy Budgets)
Why are shipping, discounts, taxes and other costs on a PO not added to Budgets? (Legacy Budgets)
Overview of Real-time Budgets (Legacy Budgets)
Understanding your Budget and Spend Pipeline (Legacy Budgets)
How to set up & edit Budgets (Legacy Budgets)
How to update budgets manually in Procurify (Legacy Budgets)
How to import a planned or scheduled Budgets (Legacy Budgets)
Welcome to our new Budgets!
How to export category Spend Data
How to update Budget Categories in Bulk
How to edit Budget Categories
Why can't I Give Viewing Access To certain users in Budget Categories?
How to manage Budgets
How to import Budget Categories
How to create a Budget Category
Which version of Budgets do I have?
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?
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
How to sync Bill Payments to QuickBooks Online
What is Bill Payments? (Beta)
How to Schedule Payments from your Financial Account
What vendor fields are required to process bill payments via Stripe? (Beta)
FAQ: Bill Payments
How can I confirm if my bank account is linked to the Financial Account? (Beta)
How to assign bill payments permissions (Beta)
How to set up a bill payment account (Beta)
How to add funds to the bill payment account balance (Beta)
How to process payments through Bill Payments
How to approve a Bill Payment request