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