Data Management
Spending Reports
- Why are my Reports displaying inconsistent data?
- What is Accrual Reporting in Procurify?
- FAQ: Reports
- How to view and filter Expense Reports by Vendor
- How to export a receiving summary
- Reports in Procurify
Exporting Data
- How to Export Departments
- How to export employee reimbursable expenses
- How to export Budget Categories
- How to export catalog items
- Can I export a list of rejected items?
- Can I export attachments?
Importing Data
- Importing Data into Procurify
- How to combine all Account Codes into a single cell for CSV Import
- How to fill out the Implementation Data Import Template
- How to update catalog permissions in bulk via imports
- Why isn't my CSV formatting saving?
- How to download an Import template from Procurify?
Importing Errors
- Import error: start date must be after the current existing budget
- Import Error: Entry does not match an Account Code in Procurify
- Import Error: Image not found
- Import Error: Ensure this value is greater than or equal to 0
- Unable to import CSV file when making a new Order Request
- Import Error: Invalid Account Code