User Support Guides
An Admin User Guide to ProcureHQ
How to Reprocess and Invoice for a New Supplier.
Log into the ProcureHQ admin panel, go to ‘Suppliers’. Any new supplier invoices will come th...
How to Add a new Supplier on ProcureHQ
Firstly, go to the admin panel and find a user to Impersonate. Click on ‘settings’ and go to ...
How to Add a ‘New Supplier’ to ProcureHQ
Go to ‘App.ProcureHQ.com’, click on ‘users’ Impersonate user from the client you are working ...
How to Assign a new User to a Project
Firstly, make sure you’re Impersonating the client you configured the ‘new user’ for. Go to ‘...
How To Refresh a Clients Accounting Options
Firstly, make sure you are Impersonating the client you are dealing with. Next, go to ‘Set...
How To Add a New Project
Impersonate the client you are dealing with. Go to ‘Project Manager’, which will show you a l...
Accounting Configuration
1. Make sure you are Impersonating a 'user'. 2. On the right hand side of the screen, go to 'Set...
Supplier Management
1. When a client first connects their email to ProcureHQ, ProcureHQ goes into set up mode. 2. D...