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Robyn Dobson

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Latest activity by Robyn Dobson
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    Robyn Dobson created an article,

    Amazon Business Enhanced Checkout

    All Procurify customers have been upgraded to Amazon Business Enhanced Checkout, providing a better purchasing experience. For more information on the Amazon Integration, click here. What’s new 7-...

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    Robyn Dobson created an article,

    Retiring the Global Search Beta

    Why are we retiring the global search function? The search function as it exists today has caused performance issues and is not widely used by Procurify customers. Further, there are excellent alt...

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    Robyn Dobson created an article,

    Overview of Real-time Budgets

    The Real-time Budgets, located within the bottom left-hand corner of each pending Request, provides Approvers with the tools to review their current Budgets and Committed spend. With the most up...

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    Robyn Dobson created an article,

    Understanding your Budget and Spend Pipeline

    Contents: Budget OverviewSpend PipelineReallocations Procurify's Budget tracking is set up in a way that allows a team to track their spend throughout its journey. This allows greater insight...

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    Robyn Dobson created an article,

    How to Add Employee Payment Method Details

    Goal: Add an employee's reimbursement information Update an employee's payee information Make changes to a staff members payment info Enter the financial information for employee reimbursement St...

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    Robyn Dobson created an article,

    What Effect does Receiving and Unreceiving Items have within Accounts Payable?

    Question: What happens within Accounts Payable when I unreceive an item? How are deleted or adjusted receive logs reflected within Accounts Payable? What happens to the Unbilled PO Items when I un...

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    Robyn Dobson created an article,

    How to Reopen a Closed Purchase Order

    Goal: Open a Purchase Order that was previously closed Reopen a PO to make additional edits Steps: Navigate to Procure → Purchase Orders from the left-hand navigational menu Select the Closed...

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    Robyn Dobson created an article,

    How to Add New Items to a Purchase Order that has Already Been Created

    Goal: Add additional line items to a PO Add Purchase Order item to an existing Purchase Order Include an Order Item within the Purchase Order that was missed or forgotten during the original creat...

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    Robyn Dobson created an article,

    How to Check the Receive Status of Sent Purchase Order Emails

    The following article outlines how to view Purchase Order emails that have been sent via email. To access your Email Logs, simply select the  arrow beside the Email Purchase Order button within the...

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    Robyn Dobson created an article,

    Sending Purchase Orders to Vendors 

    Once a Purchase Order is completed, it's now time to send it to your Vendor. Within the Purchase Order creation page, you are given the option to Create and Email PO, which allows you to finalize t...