Pulsify Guides
Step-by-step setup guides and tutorials for getting the most out of Pulsify.
Set up
Getting started
The setup checklist, from sign-up to your first approved invoice.
Read guide →Connect Xero or MYOB
Link your accounting software so suppliers, accounts and tax rates come across.
Read guide →Invite your team
Add people and choose what each of them can see and approve.
Read guide →Set up approval workflows
Route invoices and purchase orders to the right approver by amount, supplier, GL account or job.
Read guide →Get invoices into Pulsify
Your forwarding address, trusted senders, uploads and the phone app.
Read guide →Connect your Outlook inbox
Pull invoices from a shared or single-company Microsoft 365 mailbox.
Read guide →Install the mobile app
Snap receipts and approve on your phone.
Read guide →Day to day
What the checks mean
Every warning and status explained, and what to do about each.
Read guide →Match invoices to POs
Check invoices against purchase orders before you approve.
Read guide →Create purchase orders
Raise or upload POs, approve them into Xero and send the PDF.
Read guide →Supplier price lists
Upload agreed prices and catch overcharges line by line.
Read guide →Reconcile supplier statements
Check a statement line by line against Pulsify and Xero or MYOB.
Read guide →Ready to get started?
Sign up and have your first invoice processed today. No credit card required.
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