- Perform a Budget Correction.
- Edit an Order item or Expense item after approval.
- Change the Department or Location of an item after it has been approved.
- Correct the Account Code of an Order or Expense item after it has been approved.
- Procurify web app
- Only a user with access to Budget Correction under the Finance settings permission will be able to complete the steps listed below.
- Please note that the item must be approved in order to change the Location or Department after the request is submitted. You must either approve the order and follow the steps below, or cancel the order and have it resubmitted under the appropriate Location and Department.
- If you run into any problems when completing the steps below, please don't hesitate to reach out to our support team. We're here to help!
Navigate to the Settings from the left hand navigation menu.
Select Budget Correction under the Finance settings.
Locate the appropriate item and select the button on the far right of the item.
Make the appropriate changes within the window that appears.
Select the blue Save Changes button.