As a Requester in Procurify, you can:
delete requests (subject to role-based permissions)
send messages to your colleagues regarding your requests and orders
adjust your notification settings
Dashboard Overview
The dashboard displays a summary your requests, including: Recent Activity, Recent Comments, and Pending Items
Order Request
Use an order request to submit items or services your team needs to purchase. How to create an order request.
Travel Request
Use a travel request to get approval for upcoming work-related travel. How to create a travel request.
Expense Request
Expense requests are used for off-contract spending and purchases your organization does not make regularly. How to create an expense request.
Check the status of your requests
In Procurify, it's easy to check the status of your requests. Each request type has a status page showing all your Pending, Approved, and Denied requests.
To check a request's status:
Click Request, then select Order, Travel, or Expense.
The status page will display all your requests, grouped by status.
Find and select the request you want to review.
Duplicate an order
For recurring orders, use the duplicate function to copy an existing request rather than starting from scratch.
Delete an order: Role-Based Permissions and Troubleshooting
Deleting an order in Procurify depends on your role and the status of the request. If you are the requester and the request is still pending, you can delete it directly. Approvers, however, cannot delete requests but can deny them instead.
Note: Requests that have passed through approvals cannot be deleted unless specific conditions are met, such as removing associated payments or drafts.
Troubleshooting Common Issues
Missing Delete Icon
If the delete (trash) icon is not visible for a request you want to remove, it is likely because you are not the requester. In this case:
Contact the requester and ask them to delete the request.
Alternatively, as an approver, you can deny the request, allowing it to be recreated if necessary.
Payment in Draft
If a bill cannot be deleted due to a payment in draft, ensure you remove the payment first by following the steps outlined above.