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Vanessa D

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Latest activity by Vanessa D
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    Vanessa D created an article,

    What do the Different Bill Label Colors Mean?

    Question: Why is the Bill showing as Orange? Why is the Bill showing as Blue? Why is the Bill showing as Green? What do the colors on Bills represent? Where: Procurify web app Tips! If you wo...

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    Vanessa D created an article,

    How to Complete a Credit Card Reconciliation that was Already Started

    Goal: How can I change a credit card from draft to ready to reconcile? Getting credit card ready to reconcile Changing credit card status from Draft to Ready to Reconcile Where: Procurify web ap...

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    Vanessa D created an article,

    How to Put an Unbilled Item onto an Already Created Bill

    Goal: Adding an unbilled item to a pending Bill Adding an unbilled item to an open Bill Add more unbilled items to a draft Bill Incorporating unbilled items into a created Bill Where: Procurify ...

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    Vanessa D created an article,

    How to Change Bill Status from Approved to Pending?

    Goal: Move an approved Bill back into Pending  Revise an approved Bill Put an approved Bill back into Draft Where: Procurify web app Tips! If you’re looking for more information on this topic...

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    Vanessa D created an article,

    How to Resend an Invitation to a User's Email

    Goal: Inviting new users using Procurify's system email invitation Emailing the invitation to new Procurify users Sending an email invitation to a new user Resend invite to a new user Issue a new ...

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    Vanessa D created an article,

    How to Change the Vendor Selected within a Created Bill

    Goal: Modify a vendor on a Created Bill Bill needing a different vendor selected How to change a vendor on a bill Where: Procurify Web Tips! If the intended Vendor you select does not match t...

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    Vanessa D created an article,

    Do Catalog Items Changes Apply to All Locations?

    Question: Changes to Catalog Items  Who do Catalog Item changes affect? Who can see the edits made to Catalog Items? Are Locations affected by Catalog Items changes? Where: Procurify Web Tips!...

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    Vanessa D created an article,

    How to Increase or Decrease your Browsers Zoom Settings

    Goal: View or Hide tab descriptions within Procurify Dashboard showing only icons for tabs How to view full names and order amounts on the dashboard Where: Procurify web app Tips! If you’re l...

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    Vanessa D created an article,

    What Types of Approvals can be Delegated?

    Question: Do all kinds of approvals get delegated? Are Bills & Payments part of Approval Delegation? Where: Procurify Web Tips! If you would like some clarification regarding the answer below...

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    Vanessa D created an article,

    What Kinds of Single Sign On (SSO) Can I Use?

    Question: What types of Single Sign-On are available to use in Procurify? What Single Sign-On options does Procurify work with? Where: Procurify web app Tips! If you would like some clarifica...