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Kim Garcia

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  • 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?  Where: Procurify web app Tips! Only superusers and/or...

  • Why can't I find a specific account code from the list?

    Question: Why am I missing some account codes when making a request? Where: Procurify web app Tips! Only users with Settings access to Chart of Accounts and Manage Budget will be able to fix ...

  • Is it Possible to Unapprove a Request?

    Question: I made a mistake approving a Request, how can I reject it? Can I undo the approval of a Request? Where: Procurify web app. Tips! If you would like some clarification regarding the a...

  • How to Export a List of Purchase Orders

    Goal: Download the list of all open Purchase Orders Export a list of all closed Purchase Orders View a list containing all Purchase Orders that have been partially received Filter the export repor...

  • How to Create a New Location

    Goal: Create a new Location Add new Locations via import Where: Procurify web app Tips! Only users with the Superusers role will be able to add a new Location. The Location's Company Address ...

  • How to Update a Location's Address

    Goal: Change the address connected to a Location Modify the address for a Location Where: Procurify web app Tips! Only Superusers can update the Location addresses. The Location's Company Add...

  • What does Adjusting the Closing Months within the Finance Settings do?

    Question: What happens when I close financial months? What is the Closing Months option within the Settings used for? Where: Procurify web app Tips! For instructions on how to close months, s...

  • How to Close Financial Months

    Goal: End or close months for Accounts Payable Close a financial month or year to block further adjustments to a closed period  Where: Procurify web app Tips! Only users with the Closing Mont...

  • How to Remove Default Tax Selection

    Goal: Disable the set tax Mark a tax type as non-default Where: Procurify web app Tips! Only users with permission to Manage Tax Types can disable the default tax. For steps on how to mark a ...

  • How to Set a Default Tax Type

    Goal: Set the default tax when creating bills Determine which tax percentage will be the standard or default Where: Procurify web app Tips! Note that when a default tax is applied, it will al...