FAQ - Accounting & Finance Teams
50 articles
- Is it possible to bulk delete credit card items?
- If I make a payment to a credit card, how do I add that to a Bill?
- Why can't I see Bills?
- Who will approve my Bill?
- Can I put items from many vendors on a single Bill?
- Why can't I Access the Credit Card Reconciliation?
- What happens to a non-reimbursable expense if I do not select a credit card?
- How are Reimbursable Expenses Processed?Reimbursable expenses are converted into expense bills for ERP synchronization but do not automatically create payees in the Accounts Payable (AP) section.
- How to attach an invoice to a submitted Bill
- Can I still change the approver within a submitted Bill?
- How to archive Unbilled Items
- Why are expense Bills automatically approved once created?
- What happens when a Bill is denied?
- How to change the payment method of an expense
- What do I do after I have matched the items within credit card reconciliation?
- What are miscellaneous costs added to unbilled line items?
- How to change Approved items from one credit card to another
- Why Can't I See a Purchase Order in the Reconciliation Process?
- How to View Payments that are Pending Approval
- How to remove a tax type
- How to close a financial month
- What happens if I withdraw a payment?
- How to edit the Account Code, Department or Location of an Approved Request or received Purchase Order
- Why do some Items within the unbilled Items section not have a Purchase Order attached?
- How to change a credit card selected within an approved expense report
- Can I update the payment type on the Account Code Correction page?
- Which version of the Accounts Payable Module do I have?
- What are unbilled items?
- What currency will email notifications be sent in?
- How to add a credit card bank account to Procurify
- What are the different methods for connecting Bill.com and Procurify?
- FAQ: Bill.com
- How to set up SaasAnt for QuickBooks
- Unable to open PDF file in Procurify
- How to check if an Item has been Billed
- Why do some Bills not have a Bill ID?
- Can I reset the export record of my Bills?
- Does Procurify Support EFT Payment Processing or Exports?
- How do I see a report of Purchase Order items by Account Code?
- Why should I use a NetSuite sandbox for testing?
- Why are Bills not appearing in the Reports tab?
- Purchase Order line items not appearing in Reports
- How to add discounts & credits in Procurify
- How to delete a draft Bill
- How to update the Vendor listed on a Bill
- How to Change the Cost Allocation for unbilled items or Billed items
- How many file attachments can I add to a Bill?
- How to archive credit card items within reconciliation
- How to edit a Bill
- How to change an unbilled item to paying with credit card