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Camille Paterno

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Latest activity by Camille Paterno
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    Camille Paterno created an article,

    Reports in Procurify

    ​ The Reports functionality in Procurify allows you to get more data on your spend with visualizations in the form of charts and graphs. Ultimately, Procurify users will be more informed in thei...

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    Camille Paterno created an article,

    How to Setup Taxes

    The following article describes how to set up taxes in your Procurify account. Setting up taxes in Procurify will give you the ability to select different tax codes when creating bills.  Here's how...

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    Camille Paterno created an article,

    Applying Taxes to Bills

    Taxes can be tricky. PST, GST, HST, VAT... it can be tough to keep track of them all. Thankfully, we’ve introduced the ability to add in, customize, and manage all your taxes within Procurify. Crea...

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    Camille Paterno created an article,

    Not Receiving Email from Procurify

    Goal:  Unable to reset my password.  I Reset my Password but I didn't get an Email Answer:  Please allow up-to 5 minutes for the email. Emails from Procurify was marked as Junk/Spam. Please che...

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    Camille Paterno created an article,

    Receiving Summary

    A receiving report is an internal document that is used to record materials and inventory received by the company. This report is used to send to other departments to notify them on what has been r...

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    Camille Paterno created an article,

    How to View Expense Records

    Expense Summary This section will show up all the RFE (Request for Expense) that are generated in Procurify. This section is useful if you wish to see certain RFEs with a specific filter as a time ...

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    Camille Paterno created an article,

    Accrual Report: How to Export Accrual Items

    Accruals are adjustments for revenues and expenses that have been earned but are not yet recorded in the accounts. Accruals need to be added by adjusting the entries so that financial statements re...

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    Camille Paterno created an article,

    Spend Tracker: How to View Spend

    Use the spend tracker to track your spent amount through each location and department. You may filter by account code to see how much is being spent against each account code. Filter by a date rang...

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    Camille Paterno created an article,

    Set Up - Chart of Accounts

    The Chart of Accounts is a list of accounts used to characterize each item for which money is being spent or received. It's a way to organize finances into expenses, assets, and liabilities to have...

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    Camille Paterno created an article,

    Set Up & Edit Budgets

    Select Settings Click Manage Budget from under the Manage tab. Select the Department to which you’d like to add a budget. Click the Options icon on the right-hand side of the appropriate Account C...