Welcome to the new Customer Corner - Sept 19th 2016


Welcome to the new Customer Corner

Every few weeks we’ll have new posts to update you on upcoming changes to the system and links to walkthroughs of new functions that will be added to Procurify. We'll start with features that are scheduled to be released in the near future and finish with a “Coming Soon" section that discloses features scheduled to be released in the near future. As always, if you have any questions or concerns please feel free to reach out to our fantastic customer success team either via the in app chat or by sending an email to: customersuccess@procurify.com .

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New features and Credit Card Reconciliation

In this Customer Corner update we'll be introducing some new features to be launched this week and an exciting addition to our Accounts Payable module.

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New Features

Google Login

Available this week you will now be able to sign on to your Procurify account using a Google email address that has been registered in your Procurify Settings. This functionality helps users maintain a centralized password for multiple systems. Superusers can invite users to login with Google apps, while existing users can conveniently login to Procurify using a Google account by converting their login to Google Login. Find out how here.

Multiple Attachments Per Line

Now, when requesting items in the Request tab, you will be able to have more than one attachment for each item in your request. Whether it's schematics, quotes or images, now you can attach and send all of the relevant information to decision makers. And you can do this right on Procurify itself, which will not only save time but also effort

Coming Soon

Coming Soon

Custom CSV Export

In the coming weeks you will have the ability the manually choose which columns of information you want exported when using the Export Data function in Procurify Settings. This gives you the capability of choosing the information you want and organizing information from Procurify to make reports easier to understand or ready to import into other systems.

Accounts Payable

Credit Card Reconciliation

To help with the manual process of reconciling credit cards using excel sheets and credit card statements, we are excited to announce the addition of credit card reconciliation to our Accounts Payable module. Now you can keep track of credit card purchases and reconcile items on credit card statements before creating bills in Procurify. Your accounts payable team can now easily match credit card statements to items purchased both by expense report or purchase order. The feature will be released this weekend on September 24th and we'll have more information available soon.
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Procurify System Maintenance

Planned Downtime: Sat Sept 24th 2016

From 9:00 AM PST to 5:00 PM PST on Saturday September 24th (8 Hours) (check this in your timezone). To make way for the credit card reconciliation improvement in the Accounts Payable module, the Procurify system will be under maintenance and service may be unavailable. We are sorry for any inconvenience this may cause you. We are excited about the changes – we think you will be too. We'd be happy to talk about the accounts payable improvements if you have any questions. Please feel free to contact us here: customersuccess@procurify.com Cheers, -The Procurify Team

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