Accounting & Finance Teams
Creating Bills
- What is AP Automation?
- FAQ: Bills
- How to create a Bill
- How to create a Bill without a Purchase Order
- Technical Comparison of Accounts Payable Modules
- How to make a Deposit Payment (Beta)
Payments
- How to mark an Expense as Paid
- Welcome to our new Accounts Payable module!
- Payment Processing Categories
- Accounts Payable - Set Up
- How to create a group and add an Approver for payments
- Overall Spend: How to View Spend
Managing Bills
- Can I backdate a Bill?
- How are taxes calculated in Procurify?
- 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
Account Codes
- 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)
- What happens when you delete an Account Code?
- How to create a new Account Code
Legacy Budgets
- Managing Budgets & FAQ (Legacy Budgets)
- Which version of Budgets do I have?
- Is it possible to manage budgets in different currencies?
- What happens when the budget value is 0? (Legacy Budgets)
- How to close Budgets in bulk (Legacy Budgets)
- How do the Budgets work with Recurring Spend items?
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
Currency
- FAQ: Currency
- Why doesn't my line item currency match the currency on my order request?
- When I update the currency exchange rate, what happens to historical data?
- How to set an exchange rate
- How to set a base currency
- How to Change the Currency of Items on a Pending Request
Credit Card Reconciliation
- How to complete a credit card reconciliation
- How to do a credit card reconciliation in different currencies
- Does Recurring Spend Management work with credit card reconciliation?
- User unable to select credit card
- Credit Card transactions not matching
- How to export credit card transactions
Bill Payments
- Syncing Bill Payments to QuickBooks Online (Beta)
- 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)