The following article outlines what is required to have Procurify working - the core or pillar setup requirements. If one pillar is missing, the workflow breaks. Due to customization, your interface text may differ. In this article, we are using the default labels Location and Department. Learn more here.
In order for your Procurify domain to work properly, you must set up and define:
- Locations and Departments
- Users and User Roles
- Chart of Accounts
- Approval Routing
After setting these up, your Procurify domain will look something like this:
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 are broken into Departments. Account Codes are applied to Departments and then tied to a department-specific budget. Those budgets are reviewed in the department-specific Approval Routing.
(while this diagram shows how budgets are applied and part of the Procurify workflow, keep in mind that they are optional in Procurify, and are not considered a core setting)