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Simmi Dhaliwal

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Latest activity by Simmi Dhaliwal
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    Simmi Dhaliwal created an article,

    What Happens when Orders are Canceled in Amazon?

      Question: If Amazon cancels my order, does it also automatically get cancelled in Procurify?    Answer: If Amazon cancels your order, it does not automatically cancel the order within your Proc...

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    Simmi Dhaliwal created an article,

    How to Dismiss or Clear Notifications on Android

    Goal: How can I get rid of all my notifications on my mobile screen?  How to get rid of the notifications on my phone?  Steps: The following steps only apply to Android  Pull down your Notifica...

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    Simmi Dhaliwal created an article,

    Procurify CheckOut Not Working as Expected

    Issue: Unable to Use Procurify CheckOut Vendor's site isn't listed in Supplier Portal Unable to log in to Procurify Extension Cause: You're using SSO to log in.  Procurify CheckOut isn't turned ...

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    Simmi Dhaliwal created an article,

    How to Find the Approval Routing Groups that are Triggered for a Specific Department

    Goal: Filtering approval routing groups by a specific department provides visibility into the departments approval routing pathways and triggers. Check if a single user appears in the same departm...

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    Simmi Dhaliwal created an article,

    Error Appearing When Trying to Delete a User from the Approval Routing

    Issue: Unable to delete/remove a user in an Approval Routing. Cause: The user still has Pending Orders and Expenses that need to be dealt with.  Resolution: Advise the person you are trying to ...

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    Simmi Dhaliwal created an article,

    How to Edit or Remove Approval Routing Groups

    Goal: How to deactivate my Approval Routing Can I delete an Approval Group? Adjust Approval Group Triggers Change an Approval Groups Sequence Steps: Go into Settings → Manage Approval Routing. ...

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    Simmi Dhaliwal created an article,

    How to Hide Purchase Order or Order Item Custom Fields within the Purchase Order PDF

    Goal: Can I hide the Purchase Order Custom Fields once I generate the PDF?  Where can I switch off the Custom Fields for my Purchase Order? Set the Custom Fields within a Purchase Order to only be...

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    Simmi Dhaliwal created an article,

    How can I Track Amazon Orders?

    Question: How can I track my Amazon Orders?  What can I do to make sure I get everything from Amazon?  What can I do to track my Amazon Punchout order?  Answer: Tracking your Amazon Punchout orde...

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    Simmi Dhaliwal created an article,

    How to Change the Default Mileage Rate on a Request for Expense

    Goal: Adjust the mileage rate set for Expense Requests.  Steps: Select Settings.  Under Customizations select Customize Request for Expense Form  Edit the Currency and Default Value Fields....

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    Simmi Dhaliwal created an article,

    Is There a Limit to How Many Bills can be Added to a Payment?

    Question: How many Bills I can pay at once?  Answer: To avoid lags or slow loading times, we recommend adding no more than 20 bills for each payment being processed.   Tips! User needs AP Role ...