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SimPro Field Management Software
To integrate with SimPro you will need your API details from simpro. On SimPRO: Go to Setup ...
How To Refresh a Clients Accounting Options
Firstly, make sure you are Impersonating the client you are dealing with. Next, go to ‘Set...
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...
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 Add a New Project
Impersonate the client you are dealing with. Go to ‘Project Manager’, which will show you a l...
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...
Supplier Management
Importing Suppliers - During Initial Setup When you first connect your email account, your Procu...
User Creation
Accounts Payable Email
For optimum results we require a dedicated email account. Please follow the onboarding process ...
Comapny Management
You can create multiple companies within ProcureHQ for each limited business.
Sage 50 Cloud Accounting Software
Sage50cloud Integration Client Installation This document details the steps to follow to i...
Billing
The billing manager allows you to: Update subscriptions Cancel subscriptions Pause subscrip...
Quickbooks Accounting Software
QuickBooks Disconnection If you have disconnected Quickbooks - You will no longer to be able...
Notes
Sage 200 Accounting Software
Sage 200 Versions, Release Dates and Supported Status Every year in Autumn, an older version of ...