Question:
- Understanding Customized Organization Categories
- What are the Location, Department fields?
Contents
Answer:
Procurify organizes requests and spending by Location and Department. This is the standard labelling for all accounts. See the example image below:
Procurify allows you to apply customized labels to these categories. This means that you can brand and personalize your account for your organization's needs. If you don't see Location and Departments, that's okay! It means your account has a customized naming convention.
Interface Differences
Due to this customization, your interface text may differ. Buttons, copy, and tabs in your account may appear different compared to articles that maintain the standard Location and Department labelling. Let us know if you have any feedback about this by scrolling to the bottom of any article selecting the thumbs down icon and submitting your feedback in the text box below.
Customized Category Issues
Here are some common issues that customers encounter with Customized Organizational Categories:
Why can't I see my Location, Department or Approver in the drop-down?
Can I change the Location and or Department of a submitted request?
Why don't my CSV files or import templates match the labelling in my Procurify account?