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Kim Garcia

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  • 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 are not ap...

  • Can I Receive Items in Decimal Values?

    Question: Why can't I receive items in decimal? It rounds up or down?  Can you disable the rounding when receiving items in decimal?  Answer: Yes. If you are a superuser, contact your Customer Su...

  • Can I Reset or Change Someone Else's Password?

    Question: I'm a superuser, how can I change the password of one of my users? Where in the system can I override a current password? Answer: No, resetting a password should be done via the Reset P...

  • Can I Change the Vendor of an Approved Expense Request?

    Question: How do I change the Vendor of an approved expense item? How to correct the wrong Vendor name for an Expense Request? Answer: No, at the current time it is not possible to change the Ven...

  • How to Change the Date Format within Procurify

    Goal: Manage how the date format is shown in Procurify Change how dates are displayed within Procurify Do we have different date format localization options for international clients? Steps: Go...

  • How to Adjust Notification Settings

    Goal: To be able to subscribe and/or unsubscribe from various notification emails. Edit notification Settings Adjust email alerts Check notification setting Change notification preferences Steps:...

  • Is there a Way to Disable Self-Approval?

    Question: I don't want to allow my approvers to approve their own requests. How can I do this? How to set up approvals for my approvers?  Answer: It is possible to turn off self-approvals. You wi...

  • How to Add Order Item Units Types

    Goal: Add additional unit of measures for Order Request items. Steps: Go to Settings → Customize Unit Types.  Select the orange Add Unit button in the top right-hand corner. Enter the new u...

  • How to Adjust a User's Location Access

    Goal: Assign Receive access for other Locations Assign and remove Procure access for different Locations Limit or assign Request access by Location Apply or revoke Approve access for users by Loca...

  • How to Mark Payment as Paid

    Goal: Move approved payments to "Payment Paid" tab. Mark Payment as "paid".  Steps: Go to ACCOUNTS PAYABLE → PAYMENT TRACKING  Go to the Payment Approved tab Select the Payment you want to ...