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Kim Garcia

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  • I'm Unable to Login

    Goal: Steps to recover a forgotten password. I can't login I can't log into my account. How to reset an old password without logging in? Steps: Go to your Procurify log in page. Select Forgot...

  • How to Add Custom Fields in a Request Order

    Goal: How can I add more field(s) for requesters when requesting an order? Steps: Select SETTINGS  Select Customize Request for Order Form under Customizations  Select New Custom Field.  Type in...

  • Why Do I See a Lock Icon when Procuring Items?

    Question: I see an "In Use" lock icon when creating a Purchase Order, how do I unlock it? Why am I unable to add an item to my cart? Answer: The lock icon means that another Purchaser has select...

  • Can I Replicate Purchase Orders?

    Question: How can I duplicate POs? Is it possible to replicate POs that are already closed? Answer: There's no option to replicate Purchase Orders, as the items within a PO must come from approve...

  • How to Create a Bill

    Steps: Go to ACCOUNTS PAYABLE → CREATE BILLS. Alternatively, you can also click on the + New Request on the top navigation bar to access $ Bill  Choose which Vendor you are going to pay.  Fil...

  • How to Create a New Department

    The following article outlines how to add a new department in Procurify. Only Superusers are able to add new Departments. How to Import New Departments Select SETTINGS  Select Manage Locations....

  • How to Create a New Location

    The following article outlines how to add a new location in Procurify. Only superusers are able to add new locations.  Go to SETTINGS → Manage Locations.  Select the Create Location button on t...

  • How to Replicate Order Requests and Expense Requests

    Goal: Replicate or duplicate orders to make it easier to resubmit a request if needed Steps: Under the left-hand navigation menu, select Request and then Order or Expense.  Locate the order y...

  • How to assign an Account Code to a Department

    Goal: Assign account code(s) to different department(s). Give Departments access to GL Codes. New Account Code added but is not coming up when making a request. How to Assign an Account Code to a ...

  • How to Cancel our Procurify Account?

    Question: How to end my account subscription? How to end a contract with Procurify? Answer: Please reach out to your Customer Success Manager. If you're not sure who that may be, you can contact ...