Champion & Superusers
Intro to Procurify
- Getting started with Procurify
- Understanding Purchase Order Numbering
- Application Settings Page
- Procurify's core settings
- How to contact Procurify Technical Support
- What web browser does Procurify Support?
NetSuite
- FAQ: NetSuite
- NetSuite Integration Overview
- NetSuite Activity Flow
- NetSuite + Stampli Activity Flow
- NetSuite + Mineral Tree Activity Flow
- NetSuite + Tipalti Activity Flow
QuickBooks Online
- Introducing Procurify’s new QuickBooks Online Integration
- QuickBooks Online Integration Overview
- How to add taxes to QuickBooks Online
- How to import expenses from Procurify into QuickBooks Online (UK, AU, CA, IN, FR & Other Regions)?
- Do currency rates sync to QuickBooks Online?
- QuickBooks Online Bills not syncing
Single Sign-On: SSO
- Single Sign-on Overview
- How to setup the OneLogin SSO integration with Procurify
- Does single sign-on (SSO) work with multiple domains?
- FAQ: Single Sign-on (SSO)
- Creating your Applications for Procurify in Okta
- Will activating SSO trigger any other configuration changes in Procurify?
User Management
- Managing Users Overview
- How to assign a default Location and Department for a user
- Can Superusers turn on/off the notifications of other users?
- What is a Superuser?
- How to change or update your profile picture
- How to deactivate users
User Permissions
- User Permissions & Roles
- FAQ: Permissions
- How to provide a user access to settings and finance
- How do I view Budgets on the Dashboard
- How to disable travel, expense, and fund requests for users
- How to set up Catalog Permissions
FAQ - Champion
- What do Procurify notifications look like on mobile, email and slack?
- What are Procurify's advanced features?
- Is it possible for a Superuser to unlock an item?
- How do I check if Procurify is down?
- How to edit a custom field for a Request for Order
- Can I prevent Requesters from creating new Vendors?