How to Update the Location and Department Naming Convention

The following article outlines how to customize Organizational Categories.

Important: Changing your Organizational Category labels will impact your employee's Procurify experience. Ensure that Category labels match your organization's structure and all users are informed.

Consider the following when creating a new Customized Organizational Category:

• How you prefer to manage Budgets
• How roles and permissions are managed in your organization
• How projects are structured

Examples of different naming conventions: 

You must be a Superuser or have custom permission to access Set up & Manage in Procurify Settings to complete the following steps. 

Steps:

1. Navigate to Settings →  Customize Organizational Categories 
2. Enter Primary and Secondary Organizational Categories, both Singular and Plural. 
   • Use only alphanumeric characters
   • Categories have a 15-character limit.
3. Select the Save Category Labels button.
4. Refresh the page, and verify the update by navigating to Settings. 
   • The Customized Organizational Categories will be displayed under the first settings option under Set up & Manage. For example,