Avatar

Vanessa D

  • Total activity 165
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 2
  • Subscriptions 79

Activity overview

Latest activity by Vanessa D
  • Avatar

    Vanessa D created an article,

    How to edit Quantity & Price of an Approved Order

    Goal: Revise approved order edit an approved order how to edit price on an approved order how to edit quantity on an approved order changing SKU on an approved order editing approved orders Adding...

  • Avatar

    Vanessa D created an article,

    How to Update or View a Planned or Scheduled Budget

    Goals: The following article describes what a Planned and Scheduled Budget is and outlines steps for viewing Planned/Scheduled budgets.  Scheduled Budgets or Planned Budgets are a monthly, quart...

  • Avatar

    Vanessa D created an article,

    How to Fail items in receive

    Goal: Failing items that are no longer required An item ordered is broken or missing Failing items Failing returned items Steps: Head into the Receive tab To the right of the order Item, you w...

  • Avatar

    Vanessa D created an article,

    What payment methods can I use for Amazon Punchout?

    Question: Paying via bank account on Amazon Punchout Answer: Currently, Amazon does not accept payment for purchases via Bank account. You can set up one of the following payment methods: 1)Pay b...

  • Avatar

    Vanessa D created an article,

    Can I use Amazon Punchout on Mobile?

    Question: Amazon Punchout and Mobile Using Punchout on Mobile Answer: At this time Amazon PunchOut is not available on Mobile, you can only use PunchOut via web. Tips! Amazon PunchOut Integrati...

  • Avatar

    Vanessa D created an article,

    Can SSO be used with CheckOut and PunchOut?

    Question: SSO and Amazon Punchout or CheckOut  Procurify extension and Amazon Punchout Answer: No, SSO and CheckOut cannot be used simultaneously. SSO options such as Google, Azure and Okta are n...

  • Avatar

    Vanessa D created an article,

    What Happens when you Delete an Account Code?

    Question: Deleting an account code historical account code data  Answer: When an account code is deleted, it isn't removed entirely from the system. It will remain invisible in the memory of the ...

  • Avatar

    Vanessa D created an article,

    How to add discounts & credits in Procurify

    Goal: Adding a discount to a purchase order Adding a credit memo or refund to a bill How to add a discount  Steps: There are two possible options to add a credit/discount to an item within Procur...

  • Avatar

    Vanessa D created an article,

    Orders are going to the wrong approver

    Issue: Double approvals  Why am I having to approve the same order twice? Wrong approver Orders going to the wrong approver Incorrect approval routing displayed Endless approval loops Cause: The ...

  • Avatar

    Vanessa D created an article,

    How to Delete a Bill

    Goal: Delete a Bill Revert Bill to Draft Deleting a Bill Putting Bills back to Draft Steps: In order to delete a Bill, it will need to be reverted back into a Draft state.  Head into the Account...