Do you use McKesson Surgical to acquire pharmaceuticals, health information technology, medical supplies, or health management tools? Prepare to take your procurement workflow to the next level. Shop directly from McKesson and add shopping cart items directly into Procurify for approval. No extra steps—browse, order, and approve all in one place!

Key benefits:

• Browse items from McKesson USA: Shop through the McKesson USA portal, and your cart syncs to Procurify, where the items you select will be ready for request order. No more copying and pasting links into your request.

• Instant purchase after approval: Once the request is approved, items are purchased immediately through McKesson USA. Requesters no longer need to wait for the Purchasers to place the order.

• Automatic PO creation: With instant purchasing, automatic Purchase Order creation occurs once the Purchase Order is approved. This removes the manual process while increasing accuracy.

Resources:

• Learn more about the McKesson Surgical PunchOut here.

We've refreshed our navigation to make your workflow more intuitive! 🎉

What's Changed?

• Dashboard is now simply “Home” - a more welcoming entry point.
• New "Expense" section added for better organization of expense-related activities.
• "Approve" moved to top level for faster access to pending approvals.
• "Request" renamed to "Order requests" for greater clarity.
• New "Analytics" section created for reporting functions.

Resources

• Need help? Check out our detailed guide in the Knowledge Base.

Great news! You can now mark bills as paid in your AP dashboard to manage payments made outside the platform.

Key benefits:

• Ensure payments made outside the Procurify platform are accurately reflected in your accounts payable.
• Filter paid bills by payment date to easily track payments across different date ranges.

Note:

Bills that have payments already attached to them are not able to be marked as paid.

We’re beyond excited to announce an all-new accounts payable (AP) module! Experience the new and reimagined AP interface—designed and built to help you unlock features to supercharge your AP function.

Key benefits:

• Increased efficiency: Speed up invoice processing with AI-powered line-level data extraction.
• Improved accuracy: Enhance accuracy with automated three-way matching and exception flagging.
• Scaled control: Bill for deposit and partial payments to increase the flexibility of your financial management processes.

Resources:

• Learn more about the new accounts payable module.

Note:

To use these features, your domain must have access to AP and run on the latest version of the module. Don’t see these available in your account? Eligible customers will be migrated to this version in the next few months. Learn more by reaching out to your CSM!

Imagine having all your bills in one place, neatly organized and ready for payment. No more juggling multiple platforms or feeling overwhelmed by paperwork. Exciting, right?

For all our US and Canadian customers, we’ve rolled out a Beta program allowing you to process bill payments right from Procurify for a seamless, end-to-end bill payment experience. US customers can now pay with ACH, check, and wire transfers, while Canadian customers can send EFT transfers directly within the platform.

Key benefits:

• Streamlined workflow: Instead of navigating various systems, you’ll find everything you need within Procurify. From requesting to payment execution, you can achieve it all within Procurify.
• Reduced confusion: Say goodbye to the days of lost invoices or missed payments. With Bill Pay Consolidation, you’ll have a clear overview of outstanding bills, due dates, and payment status.

Resources:

• Learn more about creating a financial account in Procurify.
• How to set up a bill payment account in Procurify
• How to get started with bill payments in Procurify

Tired of error-prone and cumbersome processes when manually uploading contracts to Procurify? With our new AI-enhanced smart upload feature, data now gets extracted automatically from your PDF files—including vendor, currency, and payment terms. With batch processing, you can now also upload up to FIVE contracts at the same time!

Key benefits:

• Automatic data extraction: Extract information from uploaded contract files in a few seconds thanks to AI, turning a time-consuming manual entry process into a seamless, automated flow.
• Batch processing: Upload and process up to 5 contracts simultaneously, enhancing efficiency.
• Error handling and notifications: Get immediate feedback on processing status, including alerts for uploads that exceed limits or fail due to size constraints, and notifications for successful or incomplete data extraction.
• Auto-match extracted data against existing records such as vendors, payment terms and currency.

Resources:

• Everything you need to know about managing contracts in Procurify