FAQ
Frequently Asked Questions
263 articles
FAQ - Request
Request what you need with Procurify
- How to link a Travel Request to an Expense Request
- How to view Purchase Orders numbers as a Requester
- Can I Add an Additional Item to a Request I have Already Submitted?
- How to Edit the Items Within a Pending Request for Order
- Can I Duplicate an Order and make it as Expense Request?
- Is it possible to save multiple request drafts?
- How to Save and Access draft of an Expense Report
- How to Access Order Request Drafts
- How to view an expense draft on mobile
- How to download the Procurify App on your mobile device
- Can I submit an expense reimbursement on behalf of another user?
- How to cancel an Order, Travel or Expense request I've submitted for approval
- How to change Vendors within a pending Order Request
- How to send a Request reminder to an Approver
- Can I link a Travel Request to an Order Request?
- What are the three types of order items?
- How to attach files to a Order Request
- Can Purchase Orders be Closed in Bulk?
- Can a denied order request be reopened?
- Can I Download my Order Request as a PDF Formatted Document?
- How to Create a PDF Formatted Version of an Expense Request
- How to Fill Out a Request for Order using a URL link.
- Is it possible to add attachments to a Request For Expense, once it's approved?
- Error Message: Sum of Cost Allocations does not match total
- Error Message: Looks like the order item below have Account Codes that do not exist in their chosen Department
- How to duplicate an Order Request or Expense Request
- What is a Procurify domain?
- How to include shipping cost on a Order Request
- How to create, save and delete filters
- Can an order request be backdated?
FAQ - Approve
Approve with Procurify
- How to audit or review my approval routing or approvers list?
- How to access the audit log on mobile for approvals
- Peer Review Approval - Assigning a Request to another Approver
- How to view the Approval Group of a request
- How to view pending Orders that were submitted by a deactivated user
- Can the notification "You're over Budget do you want to Approve anyway?" be disabled?
- Why can I Approve a Request when allow Budget Overage is disabled?
- What happens when I update an Approval Routing Group?
- What happens if I set Approval Group to Any Department?
- How to filter Approval Routing Groups by a specific person
- Does adding a line Item tax, shipping cost or other costs affect the Variance limit?
- Can I change the name of an Item once it's been approved?
- Why don't the Filters Work from the Orders Approval Page when I Export a CSV?
- What determines which Approver displays first on the drop-down for same level Approvers?
- Orders are going to the wrong approver
- Why do some Approvers have zero for their threshold?
- How to approve multiple bills at once
- Can I change the Location and Department from a submitted Request?
- Can an approved expense be deleted?
- How to change the Vendor on an Approved Order
- Can I change the vendor of an approved expense request?
- Can I delete Approval Routing Groups with pending requests?
- How to export a list of Approvers within the Approval Routing
- Can I undo an approval?
- How to find the Approval Routing Groups that are triggered for a specific Department
- Error appearing when updating Approval Routing or deleting user in an Approval Routing
- Is it possible to change attachments linked to approved Order Request items?
FAQ - Purchasing and Receiving
Purchasing and Receiving with Procurify
- How to filter Purchase Order items by custom Request for Order field
- Can I reopen a canceled Purchase Order?
- How to check the receive status of sent Purchase Order emails
- Can I merge Purchase Orders?
- Can I create a Purchase Order using the mobile app?
- How to Remove Items within your Purchasing Cart
- Can I duplicate Purchase Orders?
- How to include a Request for Order item comment on a Purchase Order
- How to set a vendor as preferred or non-preferred
- How to search for Purchase Orders by Vendor
- How to Cancel a Purchase Order (PO)Learn how to cancel a PO, manage items with existing Receive Logs, and handle requested items or external PO numbers after cancellation.
- How to Generate PDF File from a Purchase Order
- Why can't I increase the item price within a Purchase Order?
- Is it possible to edit the Requester comment within a Purchase Order?
- How to add comments for vendors within a Purchase Order
- Why can't I see an Approved Order Request item on my Procure tab?
- Why do I see a lock icon when procuring Items?
- How to reopen a closed Purchase Order
- What Does PF Stand For on the Procurify Purchase Orders page?
- How to send Purchase Orders to vendors
- Where can I find delivery information about my order?
- Do custom field edits show up within the Purchase Order audit logs?
- How to Adjust Received Amounts within a Purchase Order
- Why am I unable to select a specific Vendor when adding an item to an Order?
- Why can't I see the Procure tab on Mobile
- How to disable custom PO number sequencing
- What do the discount symbols on the Purchase Order mean?
- How can I see the Purchase Order number of an item I ordered?
- How to Change the Bill To Address of a Purchase Order
- Can I remove Other as a Vendor option?
- Order item: Specified PO is not open for receiving
- Why can't I add paragraphs or spacing to my Purchase Order Disclaimer/Labels?
- Why am I receiving email notifications that an approved item is ready for purchase?
- Can I export the Purchase Order history or changelog?
- Purchase Orders originating in Procurify are created in NetSuite with a different naming scheme/number
- How do I reject an item for Procurement?
- How to update the price on a closed Purchase Order item
- What do the flags mean in the procurement page and purchase orders?
- How do I include Vendor information such as a identification number in a Purchase Order PDF?
- How to edit an Approved Request for Order
- Is there a way to change the senders email when emailing Purchase Orders (PO) to vendors?
- Understanding Expense Vendor Mapping Logic
- How to create Custom Fields for Purchase Orders
- How to Hide Purchase Order or Order Item Custom Fields within the Purchase Order PDF
- Why can't I change the currency of the items on a Purchase Order?
- Can I delete a cancelled Purchase Order?
- How to create Purchase Order payment terms
- Can I Add an E-Signature within a Purchase Order?
- Is there a limit to how many items can be added to a Purchase Order or Expense Request?
- How to delete approved Order Requests
- How to Request an order with Zageno
- Users unable to see vendors in supplier portal for PunchOuts
- PunchOut webstore test mode
- Backordered PunchOut Status
- How to retrieve Shipping Address IDs (ShipTo IDs)
- How to create an Approval Routing for PunchOut orders
- How does PunchOut handle refunds in Procurify?
- How does custom PO sequencing work with PunchOut items?
- Do PunchOuts work alongside an Accounting Integration to Procurify?
- How do I edit the shipping address in the supplier portal?
- Is it possible to duplicate a PunchOut order?
- Who is designated the Purchaser on a PunchOut Purchase Order?
- Troubleshooting PunchOut Orders FAQWhy is my PunchOut order showing the incorrect vendor?
- Punchout order submitted under the wrong vendor
- Is it possible to import data into NetSuite without using the Procurify integration?
- Can I export a list of Account Codes and Departments?
- Troubleshooting: CSV Export and Email Delivery IssuesIf a CSV Export or Accrual Report fails to arrive via email, use the View Previous Exports tool to download the file directly or re-run the request.
- Overview of Excel macros
- How to import and export data without Windows Excel
- Why do CSV import templates have Location and Department?
- How to view a history of downloaded exports and Reports?
- How to create a customized Bill template for export
- Bulk Image Zip File Upload Best Practice
- Is it possible to export catalog permissions?
- Bill export tax calculations
- Special characters when exporting/importing data from/into Procurify
- Why do bills exports display limited data?
- User Permission Mapping for CSV ImportsUse these specific backend permission names when bulk importing user roles to ensure accurate mapping between your CSV file and Procurify.
- What does the recorded date column mean in the Purchase Order export?
- Will end users receive an email when enabling Google login via user Imports?
- Can I export all of my request history?
- How to check when was the last time Bills were exported?
- How to change the default mileage rate on a Request for Expense
- Can I change the language in Procurify?
- Unable to Login to Procurify
- How to remove a Department
- How to adjust notification settings
- Why can't I see Account Codes when creating an order request?
- Troubleshooting: Missing Procure Tab or Access Restricted Errors
- How to set up a mileage rate for expense requests
- Does Procurify Support iPads and Tablets?
- How to Set a Default Tax Type
- Who do I contact to get a copy of my contract with Procurify?
- Can PDF attachments be uploaded to mobile?
- What types of custom field types can I add to an Order Request?
- How to change the date format within Procurify
- Is it possible to receive notifications only for certain Purchase Orders?
- How to cancel our Procurify account
- Is it possible for a spreadsheet document to be a default part of every order request?
- Can I clear old Comments from the dashboard?
- Is it possible to delete history within the audit log?
- Can I Create an Out of Office Notification for Messages Received within Procurify?
- Does Procurify Support cXML or EDI 810 Invoicing?
- Do Expense Drafts Created on Mobile Save to the Web as well?
- Can I Change the Contents of Notification Emails?
- How to restrict Requesters from editing catalog items within an Order (Catalock)
- Can I have multiple decimal places under cost?
- How do I get a copy of the Procurify invoice for a specific month or period?
- What is the file size limit for attachments?
- How to remove default tax selection
- Can I Update the Language of Email Notifications?
- Can I change our Procurify domain URL?
- Does Procurify offer API?
- TLS 1.0 and 1.1 Deprecation Update
- Onboarding FAQ
- FAQ: Document Storage
- Does Procurify allow for paid development?
- What do Procurify notifications look like on mobile, email and slack?
- What are Procurify's advanced features?
- Is it possible for a Superuser to unlock an item?
- How do I check if Procurify is down?
- Is Procurify SOC compliant?
- What time zones are available in Procurify?
- What are Procurify's character limits?
- Mandatory Order Description
- How many Custom Fields can be created?
- What role allows users to re-open a Purchase Order?
- What do the different colors mean in Procurify?
- How to enlarge Procurify's font or the page view
- How to deactivate a Location
- Can users share an account?
- How to set up the Slack integration with Procurify
- How to create new shipping terms
- How to update your headquarters
- How to create a new Purchase Order disclaimer or label
- How to mark all notifications as read
- Why can I only see some options within the settings page?
- How to switch between company domains
- How do audit logs function in Procurify, and how can users or superusers view them?
- Spending card (negative balance)
- What Spending Card Notifications are available?
- How do I dispute a spending card transaction?
- Do spending card transactions sync to NetSuite?
- Why can't I close my fund?
- What are best accounting practices for spending card transactions?
- How do I request spending card funds for someone else?
- Why is my spending card transaction being declined?Reasons why a Procurify Spending Card transaction may be declined at the point of sale and how to resolve the issue.
- I've requested funds, but I don't see them on my spending card
- How to assign spending card administrative access
- How to generate a spending card monthly statement
- How to view your spending card number for online purchases
- How to cancel a Spending card
- Is it possible to bulk delete credit card items?
- If I make a payment to a credit card, how do I add that to a Bill?
- Why can't I see Bills?
- Who will approve my Bill?
- Can I put items from many vendors on a single Bill?
- Why can't I Access the Credit Card Reconciliation?
- What happens to a non-reimbursable expense if I do not select a credit card?
- How are Reimbursable Expenses Processed?Reimbursable expenses are converted into expense bills for ERP synchronization but do not automatically create payees in the Accounts Payable (AP) section.
- How to attach an invoice to a submitted Bill
- Can I still change the approver within a submitted Bill?
- How to archive Unbilled Items
- Why are expense Bills automatically approved once created?
- What happens when a Bill is denied?
- How to change the payment method of an expense
- What do I do after I have matched the items within credit card reconciliation?
- What are miscellaneous costs added to unbilled line items?
- How to change Approved items from one credit card to another
- Why Can't I See a Purchase Order in the Reconciliation Process?
- How to View Payments that are Pending Approval
- How to remove a tax type
- How to close a financial month
- What happens if I withdraw a payment?
- How to edit the Account Code, Department or Location of an Approved Request or received Purchase Order
- Why do some Items within the unbilled Items section not have a Purchase Order attached?
- How to change a credit card selected within an approved expense report
- Can I update the payment type on the Account Code Correction page?
- Which version of the Accounts Payable Module do I have?
- What are unbilled items?
- What currency will email notifications be sent in?
- How to add a credit card bank account to Procurify
- What are the different methods for connecting Bill.com and Procurify?
- FAQ: Bill.com
- How to set up SaasAnt for QuickBooks
- Unable to open PDF file in Procurify
- How to check if an Item has been Billed
- Why do some Bills not have a Bill ID?
- Can I reset the export record of my Bills?
- Does Procurify Support EFT Payment Processing or Exports?
- How do I see a report of Purchase Order items by Account Code?
- Why should I use a NetSuite sandbox for testing?
- Why are Bills not appearing in the Reports tab?
- Purchase Order line items not appearing in Reports
- How to add discounts & credits in Procurify
- How to delete a draft Bill
- How to update the Vendor listed on a Bill
- How to Change the Cost Allocation for unbilled items or Billed items
- How many file attachments can I add to a Bill?
- How to archive credit card items within reconciliation
- How to edit a Bill
- How to change an unbilled item to paying with credit card