This article refers to “Location” and “Department”. Your domain may have different labels due to custom organizational categories.
For your Procurify domain to work correctly, the following must be set up and defined:
Locations and Departments
Users and User Roles
Chart of Accounts
Approval Routing
Each of the core features is integral to the Procurify process and interact with each other in this way.
Users are assigned a specific User Role in a Location. Locations consist of Departments.
Account Codes in your Chart of Accounts are applied to Departments.
Approval Routings for requests and bills are configured by request type, account code, and location/department.
Budgets are allocated/designated by account code and/or location/departments