Data Management
Importing, exporting & reporting
45 articles
Why are my Reports displaying inconsistent data?
How to view and filter Expense Reports by Vendor
How to export a receiving summary
Managing and Troubleshooting Reports in ProcurifyAccess visual spend data through the Reports module. If data is missing or links are unresponsive, verify your Procure permissions and Reports Access settings.
Accruals: How to Export Accrual Items
How to view Expense Reports
How to export Locations
How to Export Departments
How to export employee reimbursable expenses
How to export Budget Setup
How to export catalog items
Can I export a list of rejected items?
Can I export attachments?
How to export unbilled Purchase Orders
How to Export a List of Users in Procurify
Can I download catalog images?
How to export and view all Bills
How to export a list of Purchase Orders
How to export data from Procurify
How to export journal entries or paid bills
How to Import New Departments
How to import new product catalog items
How to import roles
How to import users
Importing Data into Procurify
How to import Vendors
How to import Order Request items
How to import Approvers
How to import Account Codes
How to import a new Location
How to combine all Account Codes into a single cell for CSV Import
How to Import Shipping Addresses
How to import User Permissions
How to Import Approval Routing Groups
How to download an Import template from Procurify
Why isn't my CSV formatting saving?
How to Update Catalog Permissions via Import
How to fill out the Implementation Data Import Template