Steps:
Below are videos to guide you on filling out the templates for quick launch implementation.
Locations and Departments
Users and Roles
Approval Routing
Account Codes
Important: Any client who has chosen to use Procurify Master Data sync with a direct integration will not complete the Account Code import as your account codes will be synced from your account software/ERP integration.
Optional Tabs: Vendor, Catalog, & Multiple Shipping Addresses
Important: Any client who has chosen to use Procurify Master Data sync with a direct integration will not complete the Vendor import tab as your vendors will be synced from your account software/ERP integration.
Additional Information:
N/A