Data Management
Spending Reports
- Why are my Reports displaying inconsistent data?
- What is Accrual Reporting in Procurify?
- FAQ: Reports
- How to view and filter all expense Reports by Vendor
- How to export a receiving summary
- Reports in Procurify
Exporting Data
- How to export catalog items
- How to export a list of rejected items?
- Can I export attachments?
- How to export unbilled Purchase Orders
- How to Export a List of Users in Procurify
- Can I download catalog images?
Importing Data
- Importing Data into Procurify
- Onboarding: Import Template Video
- How to update catalog permissions in bulk via imports
- Why isn't my CSV formatting saving?
- How to download an Import template from Procurify?
- How to update Vendors in bulk
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
FAQ - Importing & Exporting Data
- Can I export a list of Account Codes and Departments?
- How to import/export data without Windows Excel
- Why do my CSV files /import templates say Location and Department?
- How to view a history of downloaded exports and Reports?
- How to create sub Account Codes via the Import
- How to update Locations via Imports