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:
Navigate to Settings → Customize Organizational Categories
Enter Primary and Secondary Organizational Categories, both Singular and Plural.
Use only alphanumeric characters
Categories have a 15-character limit.
Select the Save Category Labels button.
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,
Organizational Categories displayed on the Purchase Order PDF
If your domain utilizes customized organizational categories and you’d like them to appear on the Purchase Order PDF, please reach out to your Procurify account manager or our Procurify support team. They can assist in enabling this feature for your domain