Procee Wiki
Every concept, process and principle behind Procee — in one place.
Getting started & settings
Update a Saved Search
Saved searches can be found after clicking the magnifying glass on the relevant screen
Advanced Search
Saving search queries and creating scheduled reports from the advanced search screen.
Events
You can create an event and link to it all relevant purchase orders, purchase invoices, documents, files, and correspond with the person in charge regarding the cost of the event.
Document VAT Calculation
The VAT calculation in documents generated by the system is based on the principal amounts.
Install as a Mobile App
On your smartphone, access the system from the Google Chrome browser at app.procee.com and install it as an app.
Installing procee on a smartphone
Open the Chrome browser app and go to app.procee.com to install procee on a smartphone.
Navigating the system
Navigating the Procee system
Quantitative Management and Inventory Management of Items
General There are two ways to manage item quantities in the system: quantitative management and inventory management. Inventory management is intended for those who need (or are legally required) full inventory management.
Purchase Inventory Management
In order to manage the list of items purchased through purchase orders in the system, you can use the inventory module
Projects
A project is an internal system entity designed to contain purchase orders, supplier invoices, and customer charges while tracking the budget
Opening a support ticket
Opening a support ticket in the Procee system
Baskets
A basket is the system's way of defining a group of entities of the same type. You can create or edit a basket under "Budget" in the right sidebar
Uploading Multiple Files to the System
You can upload multiple files to the system at once by dragging them into the system.
Status Widget
On our home page you can find the status widget - a component containing user-specific preset reports.
Creating an event on an entity
You can create events on various entities in the system (orders, invoices, etc.).
Importing Documents
We will download the Excel template, fill it in, and then upload it to the system to import documents.
Budget & allocations
Budget update for a purchase order
A purchase order can be moved from budget X to budget Y provided that all order items exist in both budgets
Accounting Index and Budget Index
The procee system supports working in two budget structures — unified and separate: Unified index — the accounting index and the budget index are identical.
Editing a Work Budget
Editing a work budget in the Procee system
Section Tree
The section tree serves as the reporting mechanism in the system. From here, you can generate, save, and export relevant reports
Report for accounts that exceeded budget
To generate this report, go to the budget tree. In the search, click the + next to the "Filter" field at the bottom of the search. Select "Available balance"
Adding / removing an item from the basket
This article describes how to add or remove an item within the Procee system. You can manage baskets and add/remove items as needed.
Prepaid Expenses and Accrued Expenses
During year transitions, a situation may arise where the budget year of the order and the invoice are different. To handle this issue, the system can be configured
Building Keys for an Organizational Index – Segmentation
A properly structured accounting/budgetary index enables the easy production of meaningful reports without the need for manual processing, provided that the index keys and their classification are built correctly
Budget Category
Leading zeros are automatically added to everything based on the longest segment
Cost Codes
Cost codes (also called profit centers) allow adding an additional dimension to accounting entries
Accounting Structure of a Budget Transaction
Creating an expense budget: Debit - offsetting budget item (balance sheet), Credit - expense item
Transaction Structure
Transaction structure in the Procee system
Reservation Reset Mechanism
Purchase orders in the system create a reservation that is reflected in the budget balance and in the financial reports in the system
Offset item
An offset item is intended to "correct" the amounts in the document so that they come out properly and accurately
Default accounts in the system
If there is synchronization, autocomplete. If there isn't, always create automatically: Input VAT 450000, Fixed Assets VAT 450001, Supplier withholding tax 420000
New Annual Budget
A new budget copy button in the budget action
Year-End Transition
Preparing for year-end transition in the system with single-year or multi-year accounting, including handling open purchase orders.
Payments
Credit Card Payments
In order to receive credit card payments from customers, you must obtain a merchant number and a terminal number. You can get a UPAY merchant number without dealing with the credit card company.
Making Payments to Suppliers
A. Purchase invoices and purchase transaction invoices that have completed the approval workflow will arrive here (of course, only those for which a payment method such as credit card, etc. was not preselected).
Purchase invoices
Automation for Processing Purchase Invoices
Purchase invoice intake: manual invoice upload to the system, sending by email to the system, supplier portal. Assigning an invoice to an expense and approval workflow.
Uploading a purchase invoice with more than one expense account
Step A – Select one of the expense accounts on the purchase invoice upload screen and save the invoice.
Purchase Credit Invoice
When a credit invoice is linked to a purchase order, it actually increases the order amount.
Closing a Purchase Invoice
If an overage amount is defined for the user, the invoice can be closed against the order
Sending purchase invoices by email to the system
If we received a purchase invoice from the supplier by email, we can send it directly to the system
Purchase orders
Blocking the creation of a new purchase order if there are unprocessed purchase orders
You can configure an automatic block on creating a new purchase order if there are other older purchase orders that have not been processed.
Supply Reporting
On the home page, click Outstanding for Supply. The screen will open showing all the items that have not yet been supplied; here, select with a V the items that were received
Purchase Order with Monthly Distribution
Example: At the beginning of the year, we will issue the cellular company a purchase order for the monthly invoice that will arrive at the end of each month during the year. The system will distribute the amount
Automatic Month and Amount Distribution According to a Month Range on the Purchase Order Creation Screen
After clicking Save, the line items will be distributed according to the selected range
Sending a Purchase Order
When a purchase order workflow is completed, an automatic notification is sent to the order creator that the order has been approved
Purchase Order Validity
Setting a validity period for purchase orders allows the organization to prevent old, irrelevant open orders
General
Users, permissions & security
Email notifications from the system
How to enable or disable email notifications from the system and how this setting affects users.
Access to the information stored in the system
This article describes the ways to access the information stored in the Procee system. The information can be accessed through the system's main interface and to
Replacing or deactivating a user in the system
A user in the system is associated with one person. It is not recommended to allow several different people to log in with the same permissions, so that we can perform proper tracking.
System Administrator
The System Administrator is a single user in the system who works within the organization and maintains ongoing contact with the Customer Manager on behalf of Procee
SSO
In order to connect to the system using SSO: a new record must be created in the procee system, under Membership Providers, for the customer.
Types of User Permissions in the System
For each user in the system, three types of permissions can be defined: viewing, execution, approval
Suppliers & vendor portal
Uploading a Purchase Invoice to the Supplier Portal
To enter the portal, you must receive an email with the login details from the company to which you are uploading the invoice. Click the portal login link.
Reminder to the supplier to send a receipt for a transaction
Creating new vendors/customers in the system
Using the system, you can easily create new vendors/customers in the organization
Approval routes
Replacing an Assignment Approver
This article describes how to replace an assignment approver in the Procee system. You can change the approver relevant to document assignments through the system settings.
Document Associations
Association definition structure in the company: Accounting: Customer-Order > Tax-Invoice / Tax-Invoice-Receipt
Approval route validity
The route of the purchase order and the purchase invoice received for it is determined according to the basket(s) selected when creating the purchase order
ERP integration & sync
Developer guidelines for creating a Postman file
To create a file from Postman, you must first create a collection when saving, next to SEND. Select Create a collection and give it a name.
Installing the procee sync software
Please note: the sync software must be installed on the server where the organizational ERP system database is installed.
SAP B1 sync requirements
Read: Server address, DB name, SQL authentication user name, SQL authentication password. Write: Sap B1 SDK access with specific permissions.
Pulling data from procee to external systems
Reports can be pulled from procee to external systems by obtaining the public link from saved searches
Required data for database synchronization
For database synchronization, 4 pieces of data are required: server address, database name, username, password
Suppliers portal invoices API documentation
Postman example for the Procee suppliers portal invoices API. Required parameters: SupplierCode, SupplierPassword, CompanyUid, CurrencyId.
Exporting Purchase Invoice Transactions from the System to SAP B1
A guide to exporting purchase invoice transactions from Procee to SAP Business One.
Exporting Document Transactions from the System
Exporting transactions of various documents from the system for recording in the company's books.