Accounting & Finance Teams
- What is AP Automation?
- FAQ: Bills
- How to create a Bill
- How to make a deposit / prepayment before an item or order is fully received (Beta)
- What happens if an email bounces back from the AP Automation invoice Inbox?
- Why can't I add a Purchase Order to a Bill?
- How to sync 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)
- How to delegate Bill Approvals
- 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 bill numbering mandatory
- How to disable an Account Code
- How to link Account Codes to Locations & Departments
- How to unlink an account code
- Can I link account codes and departments in bulk?
- What happens when you delete an Account Code?
- How to create a new Account Code
- FAQ: Budgets
- Managing Budgets
- Is it possible to manage budgets in different currencies?
- How to create a flexible spend category
- What happens if there is no active Budget?
- What is flexible spend tracking?
- FAQ: Currency
- Why doesn't my line item currency match the currency on my order request?
- When I update the base 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
- 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
- How to edit a credit card
- Announcing: Prepayments (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
FAQ - Accounting & Finance Teams
- How are items in Unbilled Items generated?
- How to add a credit card 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