FAQ
FAQ - Request
Request what you need with Procurify
- What are the three types of order items?
- What is an Expense Request?
- Can a request order be backdated?
- How to create, save and delete filters
- How to include shipping information on a Order Request
- What is a Procurify domain?
FAQ - Approve
Approve with Procurify
- How to audit or review my approval routing or approvers list?
- How to access the audit log on mobile for approvals
- Peer Review Approval - Assigning a Request to another Approver
- How to view the Approval Group of a request
- How to view pending Orders that were submitted by a deactivated user
- Can the notification "You're over Budget do you want to Approve anyway?" be disabled?
FAQ - Purchasing and Receiving
Purchasing and Receiving with Procurify
- What do the Icons mean in the procurement page and purchase orders?
- Why can't I see the Procure tab on Mobile
- What are the default Bill To and Ship To values of a Purchase Order?
- How to disable custom PO number sequencing
- What do the discount symbols on the Purchase Order mean?
- How to see a Purchase Order number as a Requester
FAQ - PunchOut
- Users unable to see vendors in supplier portal for PunchOuts
- PunchOut webstore test mode
- Backordered PunchOut Status
- How to retrieve Shipping Address IDs (ShipTo IDs)
- How does PunchOut handle refunds in Procurify?
- How does custom PO sequencing work with PunchOut items?
FAQ - Importing & Exporting Data
- Is it possible to import data into NetSuite without using the Procurify integration?
- Can I export a list of Account Codes and Departments?
- No CSV accrual report received via e-mail
- Export to CSV is not generating file or e-mail
- Overview of excel macros
- How to import and export data without Windows Excel
FAQ - Champion & Superuser
- Mandatory Order Description
- Can I change our Procurify domain URL?
- Does Procurify offer API?
- TLS 1.0 and 1.1 Deprecation Update
- Onboarding FAQ
- FAQ: Document Storage
FAQ - Spending card
- Announcing Spending Card Improvements
- Why has my Spending card account become deactivated?
- Spending card (negative balance)
- What Spending Card Notifications are available?
- How to close a virtual spending card
- How do I dispute a spending card transaction?
FAQ - Accounting & Finance Teams
- Which version of the Accounts Payable Module do I have?
- What are unbilled items?
- What currency will email notifications be sent in when multiple currencies are available for selection on my domain?
- What is 3-way matching?
- How to add a credit card account to Procurify
- What are the different methods for connecting Bill.com and Procurify?