Dashboard Shows all bills that are due, current bank balance, automation rules are set based on user actions, Pay Now and Pay When Due possible. Notifications when OCR bills are ready to be reviewed. Bill details shows the past 4 bills from that supplier, the actual pdf,...
Accounts Payable Promis automates the accounts payable process by pulling supplier bills directly from their accounting package. After approval or rules based handling, it books all details in your accounting system. Payments are possible directly from bank accounts without the need to log into a bank portal....
Just enter your email address and confirm that you are a human being on the Promis register page. To maximise your automation, it is best to connect your accounting system straight away. Just select the logo to connect or choose it from the dropdown menu. If...
To get the most out of Promis, you want to integrate with you accounting package. Most steps are intuitive, the only thing is that you require a couple of additional accounts and it is useful to create them before going through the rest of the setup...
If you do not have an accounting system connected, you can jump straight to Pay With. Or if you have not completed your integration steps, see Promis integration with Xero, MYOB, QuickBooks. Otherwise, you can authorise Promis to receive credit card payments and payments directly from bank...
Authorise Promis to make payments straight from your bank account and display your current bank balance in Promis. Storing Credit Cards Credit cards are added in the dashboard when making the first credit card payment. Once you have added the credit card, the details are securely (PCI compliant)...
Invite Users You can use Promis with your team. Your bookkeeper, your accountant or any managers and other team member. Currently, we offer 3 roles. Subscriber - owns the organisation (there can only be one) Manager - can approve bills and make payments User - can approve...
You can achieve the best automation if you suppliers are connected to Promis as well. It means their invoices to you flow straight into Promis and potentially into your accounting system with all details and completely error free. We suggest that you only start with your...
The ultimate aim is to have bookkeeping and payments fully automated. You just want to be notified when something out of the ordinary happens so you can decide how to deal with that. Our first implementation of that are the automation rules. For any suppliers that you...
