Catalock

The Catalock feature restricts requesters from editing details of an item such as product name, Account Code, Vendor, SKU, unit type, estimated price and currency.

Basic User vs. Advanced User

A basic user has access to Request and/or Receive. An Advanced User has additional permissions such as Approve, Purchase, Accounts Payable, Reporting, and Superusers.

FOB

Free on Board (FOB) is a shipment term used to indicate whether the seller or the buyer is liable for damaged or destroyed goods during shipping. FOB means the purchaser pays the shipping cost from the factory or warehouse and gains ownership of the goods as soon as it leaves its point of origin.

Flat-file

A flat file is a CSV file that stores data and can transfer data from Procurify to another program. Flat-file exports from Procurify may need modification before import into an alternate accounting program.

Freight

Freight is the products or the goods that are transported. The term refers to the commercial transportation of goods by any means, either by land, air, or sea. Freight is generally the bulk transportation of goods. It is usually divided into air freight and freight shipments.

Integration

Software integration involves bringing together various types of software sub-systems to create a single unified system. Integrations allow the movement of data from one system to another. Most integration will have limitations that need to be considered before implementation.

Item Receipt

Item Receipts in Quickbooks Desktop are received Items in Procurify.

PF

The PF you may have seen in your Purchase Orders stands for ProcuriFy!

PO

PO stands for Purchase Order.

Expense Request

An Expense Request is the first step of the Procurify process. It is a request sent internally for the reimbursement of business-related expenses. An expense request contains itemized expenses, including description, Account Codes date required, price, and Vendor information. An expense request will require Approval before reimbursement.

Order Request

An Order Request is the first step of the Procurify process. It is a request sent internally within a company to obtain purchased goods and services. An order request contains details of a required item, including description, date required, price, and vendor. In addition, an order request also has account codes that dictate how budgets are affected. An order request will require Approval before items are eventually purchased.

Travel Request

A Travel Request is request sent internally within a company to obtain approval for travel-related expenses. A travel request often contains all the information regarding the travel including dates, expected budget, destination information, modes of transportation, and reason for travel.

Shipping

Shipping is the transport of goods. Shipping can be either commercial or non-commercial. It can also be different-sized shipments, not just bulk. Nowadays, shipping can use various means of transport, not just by ship. Whether it is by ship, air, or other means, shipping is used to refer to the transporting of goods in bulk from one location to another. Shipping is often used to refer to personal goods being sent by mail, or the transport of consumer items to customers.

Standard User (Advanced User or Power User)

A Standard is any user that has advanced permissions in addition to Request and Receive. These permission include Approve, Superuser, Reports, Accounts Payable, and Procure.

QuickBooks Desktop Webconnector

The QuickBooks Web Connector is a Microsoft Windows application that that enables web services such as Procurify to exchange data with QuickBooks Desktop products.

Work to Commence

Start date of service contract.