- Getting Started With Procurify
- Understanding Approval Routing Groups
- How to Create a New Department
- How to Create a New Location
- Setting a Mileage Rate for Expense Requests
- Understanding your Budget and Spend Pipeline
- Customizing the Settings Page
- Assigning User Locations
- User Access Levels in Procurify
- Managing User Roles and Permissions
- Applying User Roles
- Granular Permissions
Where it all starts!
Everything you will need to know as an approver.
Your workflow from purchasing to receiving.
- Understanding Purchase Order Numbering
- How to Create a Catalog Item
- How to Generate PDF File from a Purchase Order
- How to Check the Receive Status of Sent Purchase Order Emails
- Auto-receive items when creating purchase orders
- How to Receive and Unreceive Items in a Purchase Order
Bills, Payments, and how to track spending.
- How to Make Invoice Numbering Mandatory
- Apply Multiple Account Codes to an Unbilled Item
- Applying Taxes to Bills
- Accounts Payable - Set Up
- Receiving Summary
- Approval Routing for Bills
A guide to Procurify on-the-go.
Helpful guides on importing and exporting data via CSV files.
Getting more out of Procurify!