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  1. Common Questions and Issues for the Customer Experience Team
  • December 22, 2022 21:18
  • Updated

What are Organizational Categories?

Question:

  • Understanding Customized Organization Categories 
  • What are the Location, Department fields? 

 

Contents 

  • Answer
  • Interface Differences
  • Customized Category Issues
  • Additional Information

 

Answer:

Procurify organizes requests and spending by Organizational Categories. "Location" and "Department" is the default labeling for all accounts. See the example screenshot taken from Create Order Request screen below: 

mceclip0.png

 

Procurify allows organizations to customize these categories. This means that admins can label categories in your domain to fit your organization's structure. If you don't see Location and Departments, it means your account has a customized categories.

 

Interface Differences

Due to this customization, your interface text may differ. Buttons, copy, and tabs in your account may appear different than articles that maintain the default Location and Department labeling.

 

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 labeling in my Procurify account?

 

Additional Information: 

  • What is the purpose of a home Location and Department in a user profile?
  • How to update Location and Department naming conventions 
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