Supplier Management

1. When a client first connects their email to ProcureHQ, ProcureHQ goes into set up mode. 

2. During this process, invoices will not start being processed until the system has passed the last 3 months of invoices and you have configured yours suppliers. 

 

ProcureHQ will only process known supplier invoices, so they have to be pre-configured on your account before you can automate invoice entry. 

 

Adding a Supplier from a User Perpsective; 

1. First go to 'Supplier Management' and click the blue 'Add supplier' 

2. Enter the 'supplier name' 

3. Enter the 'suppliers email address'. (just the address after @)

4. Configure the supplier on our platform to the supplier in your accounting system. 

5. Finally, 'Configure' the 'Accounts Payable'.