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Kim Garcia

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Activity overview

Latest activity by Kim Garcia
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    Kim Garcia created an article,

    How to Create a PDF Formatted Version of my Expense Request

    Goal: Save a PDF version of an approved Expense Report Where: Procurify web app Tips! The steps below only apply to approved Expense Requests. If you’re looking for more information on this t...

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    Kim Garcia created an article,

    How to Reopen a Denied Bill

    Goal: Resubmit a denied Bill.  Fix a denied Bill and submit it again. Where: Procurify web app Tips! User must have Bills / Unbilled PO Items / Unbilled Expense Items permission to fix a deni...

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    Kim Garcia created an article,

    Can I Approve Multiple Bills at Once?

    Question: Can I mass approve Bills sent to me for review?  How do I approve multiple Bills at a time? Where: Procurify web app Tips! User must have Bill Approval permission to do so, and be w...

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    Kim Garcia created an article,

    Can I Change Location and/or Department from a Submitted Request?

    Question: Can I change the Location before I approve the Request?  The Requester made a mistake in the Department, how do I change it? Where: Procurify web app Tips! If you would like some cl...

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    Kim Garcia created an article,

    How to Change the Locations Email Address Shown within the Purchase Order

    Goal: Update email address in the PDF file of a PO Make changes to Location or Company email address Where: Procurify web app Tips! Only superusers can add/change/update the email address.  T...

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    Kim Garcia created an article,

    How to View Payments that are Pending Approval

    Goal: See submitted Payments awaiting approval? Where: Procurify web app Tips! Only users with the Payment Processing permission will be able to follow the steps below. If you have the Paymen...

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    Kim Garcia created an article,

    How to Filter Bills by Vendor within Payment Processing

    Goal: I want to see Bills for a specific Vendor in Payment Processing, how do I do that? Where: Procurify web app Tips! User should have Payment Processing permissions under "Accounts Pa...

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    Kim Garcia created an article,

    How can I Filter my Bills by Vendor?

    Goal: I want to only view the Bills by a certain Vendor, how do I do that? Where: Procurify web app Tips! Make sure you have Bills / Unbilled PO Items / Unbilled Expense Items permission unde...

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    Kim Garcia created an article,

    Why Would a Purchase Order Item not Appear Under Unbilled Items?

    Question: Why can't I find a PO from Unbilled Items? Why can I not see the Purchase Order Items within the "Unbilled Items" section in Accounts Payable? My received Purchase Order items ...

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    Kim Garcia created an article,

    Why can't I See the Preview of the PDF File I Uploaded?

    Question: I just uploaded a PDF file to the Bill, why can't I preview it? Why does image preview works but PDF doesn't? Where: Procurify web app Tips! If you would like some clarification reg...