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ProcureHQ User Documentation

SimPro Field Management Software

ProcureHQ Integrations

To integrate with SimPro you will need your API details from simpro. On SimPRO:  Go to Setup ...

Sales Pipeline Stages

Sales Pipeline

Accounting Configurations

ProcureHQ User Guide

Accounting Configuration

ProcureHQ Application

Supplier Configuration

ProcureHQ Application

Many configurations are configured based on the suppliers: Supplier Configuration Process Invoi...

Forward Email Address

ProcureHQ Application

Accounts Payable Email

ProcureHQ User Guide

For optimum results we require a dedicated email account.  Please follow the onboarding process ...

Supplier Management

ProcureHQ User Guide

Importing Suppliers - During Initial Setup When you first connect your email account, your Procu...

How To Approve Invoices

ProcureHQ Application Using The Website

Go to Invoice Approval Approve Invoice with one click    

Support

ProcureHQ User Guide

Please email support@procurehq.com

Platform Configuration

ProcureHQ User Guide

Email Approval

ProcureHQ Integrations

Sage 50 Cloud Accounting Software

ProcureHQ Integrations

    Sage50cloud Integration Client Installation This document details the steps to follow to i...

ProcureHQ Lead Generation

Quickbooks Accounting Software

ProcureHQ Integrations

  QuickBooks Disconnection If you have disconnected Quickbooks -  You will no longer to be able...

Xero Accounting Software

ProcureHQ Integrations

Logging into ProcureHQ

ProcureHQ Application Using The Website

Step 1 - Go to https://app.procurehq.com/login Step 2 - Enter your username and password. Ste...

ProcureHQ Requirements

ProcureHQ User Guide

There are some requirements you will need to meet before you can use ProcureHQ: Access Requireme...

Logging into the demo site

ProcureHQ Application

The demo site has the following credentials: Website: https://app.procurehq.com   Small Busi...

Getting Started With ProcureHQ

ProcureHQ User Guide

Registration Please go to https://app.procurehq.com/register to get started.   Plan Selection...

Using The Website

ProcureHQ Application

User Support Guides

An Admin User Guide to ProcureHQ

Sales Pipeline

ProcureHQ Application

Using the application

ProcureHQ Integrations

Integrations supported by ProcureHQ

ProcureHQ User Guide

User Documentation for https://app.procurehq.com

Troubleshooting

ProcureHQ Application

The document date cannot be before the end of year lock date, currently set at <date>   You m...