Procurify

How to Request a new Vendor for approval

How to submit an Expense on Mobile

Submitting a Request Overview

Requester Basics

Learn how to request with Procurify via the browser and the powerful mobile app.

How to request what you need with Procurify

What do the Procurify Item statuses mean?

How to check the status of your Request

How to create a quote request

How to duplicate an order request on mobile

Expense Reimbursement Configuration

Requester Overview

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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