Goal:
- Editing a recurring expense request
- How do I edit a Purchase Order with a recurring software expense item?
The recurring spend management features in Procurify are designed for expenses that are billed with an identical amount every month or year. Our teams are hard at work to build in more support for variation in these recurring expenses over time. Should a change occur to a recurring expense in the meantime, please complete the following steps to make corrections:
Step 1:
If the recurring expense item has been placed on a Purchase Order, complete the steps listed below. If however, the item has not been placed on a Purchase Order move on to Step 2.
- Open the Purchase Order with the recurring expense.
- Select REOPEN P.O. located at the bottom right-hand side of the screen
- Select VIEW RECEIVE PO DETAILS located on the right-hand side above the listed item
- Select the [...] button
- Select RECEIVE LOGS
- Select the [...] button
- Select Remove Log Item
- Select REMOVE ITEM
- Select VIEW PO DETAILS
- Select CANCEL P.O. and CONFIRM the action
Step 2:
Locate and reject the item in the Procure tab. See the steps below:
- Select PROCURE on the left-hand navigation bar
- Locate the item in the Pending Order Item list. Type in the number of RFO in the search field to locate the item quickly.
- Select the checkbox next to the item.
- Select REJECT ITEMS
Step 3:
Now that the recurring expense item no longer exists in the Purchase Order stage, we can create a new Request for Order to reflect the correct amount. Please review How to Submit a Recurring Expense Request for detailed instructions. If the recurring expense changed in price partway through the yearly subscription, enter two recurring expenses on the same Request for Order. One to reflect the old price and one to reflect the new price.
Example: 6 months into the subscription there was a price increase from $10/month to $15/month. Create a recurring expense for $10/month for 6 months and create a second for $15/month for 6 months.