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Kim Garcia

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Latest activity by Kim Garcia
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    Kim Garcia created an article,

    How to Export Credit Card Transactions?

    Goal: Get a list of all credit card transactions in Procurify.  Steps: There are different export types you can use to download credit card transactions.  Purchase Orders Navigate to Settings. ...

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    Kim Garcia created an article,

    Can I Update the Payment Type in Account Code Correction Page?

    Question: I don't see where in Account Code Correction I can change the expense's payment type.  Answer: It is not possible to update the payment type on the Account Code Correction page. Account...

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    Kim Garcia created an article,

    Can Superusers turn on/off the notifications of other users?

    Question: Can an admin adjust the notification setting of other users?  I need to turn off email notification setting for some users. How do I that? Answer: No, notification settings can only be ...

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    Kim Garcia created an article,

    Can I Delete Duplicate Vendor Names?

    Question: I noticed multiple Vendors with the same name. Can I delete the rest and just keep one?  What will happen if I delete duplicate Vendors? Will that delete any orders?  Is there a way to c...

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    Kim Garcia created an article,

    Unable to View Purchase Orders from Reports

    Issue: PO numbers within Reports is unresponsive Unable to access the Purchase Orders from the Reports tab Cause: You don't have Procure permission assigned.   Resolution: If you need to be able ...

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    Kim Garcia created an article,

    Why Can't I See Other Amazon Country Domains During Set Up?

    Question: I'm adding another Amazon domain but cannot see the country I am looking for. How should I proceed? Answer: Currently, only amazon.com (US), amazon.de (Germany), and amazon.co.uk (UK) a...

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    Kim Garcia created an article,

    Orders are not Going Through Amazon PunchOut

    Issue: Able to place an order in Amazon from Procurify, but the order is not submitting for approval Cause: The Procurify integration within your Amazon Business account is likely still in Test ...

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    Kim Garcia created an article,

    Unable to Import CSV File When Making a New Order Request

    Issue: An unspecified error occurs when importing Request Items via CSV format. Causes: Account code(s) doesn't match the Location and/or Department.  Incorrect Account Code names. Going over th...

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    Kim Garcia created an article,

    No Result Found When Selecting Pay From Within Payments

    Issue: Unable to proceed with submitting a payment as there's no result found within the "Pay From" drop-down. Cause: No bank account set up for the particular currency of the Bill.  Resolution: ...

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    Kim Garcia created an article,

    Why Can't I Change the Currency of the Items within a Purchase Order?

    Question: I can't see any option to change the item's currency when I revise the PO. How do I do it? Why is there no way to change the currency of a Purchase Order when I can change other fields? ...