- Exporting Spend Categories from Procurify
The following article pertains to Flexible Budgets. See this article for how to identify which version of budgets your domain is currently using.
In this article, we refer to “Location” and “Department”. Your domain may have different labels due to custom organizational categories. Learn more here.
Users who have access to the Manage Budget Categories module will now have the ability to export their budget categories. With this export functionality, they will be able to:
- Export out their budget categories with or without spend data visible
- Customize what fields they want their budget categories to show
- Customize the date range for which budget categories need to be visualized
- Update their budget categories by editing the exported file and reimporting it to Procurify.