Accounting & Finance Teams
Accounts Payable & Budgets
109 articles
Our New Accounts Payable Module
Automated 3-Way Matching
Types of Matching in Procurify.
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 filter Bills
How to create an additional cost type Bill Custom Field
Mandatory Fix Bill Comment Section
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 sync Bill Payments to QuickBooks Online
What is Bill Payments?
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 set up a bill payment account
How to add funds to the bill payment account balance
How to process payments through Bill Payments
How to approve a Bill Payment request
Externally Managed Bill Payments
Procurify Managed Bill Payment
How to process Bill Payments.
Setting Up Mail Forwarding to the AP Automation Inbox
How to add Vendor payment information for Airwallex payments.
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
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
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?
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)