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Robyn Dobson

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Latest activity by Robyn Dobson
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    Robyn Dobson created an article,

    Procurify’s Budgets Will Now Display Billed Items!

    Procurify's Budgets are displayed in a way that provides Approvers and other team members the ability to track their spend throughout the entire journey. Last year we made changes to add value to B...

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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 u...

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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,

    Logging In

    Navigate to https://procurifycommunity.slack.com/?redir=%2Fmessages%2FCH1RDRE8Z%2F or download the Slack desktop or mobile application. Enter in your appropriate email and password credentials. Lo...

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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 Wh...

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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 receive logs reflected within Accounts Payable? How are adjusted receive logs reflected within Accounts Pay...

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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 Where: Procurify web app Tips! If you’re looking for more information on this topic, head over to t...

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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,

    Checking the Receive Status of Sent Purchase Order Emails

    To access your Email Logs, simply select the  arrow beside the Email Purchase Order button within the upper right-hand corner of the Purchase Order. From here, you will be able to see an overview ...

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    Robyn Dobson created an article,

    Understanding and Setting Up Approval Routing Groups

    Procurify's Approval Routing provides account administrators the tools needed to better tailor their approval pathways by utilizing the key details of the requests. To understand how Approval Routi...