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Vanessa D

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Latest activity by Vanessa D
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    Vanessa D created an article,

    How to view Planned Budgets

    Goal: How to view scheduled budgets viewing planned budgets viewing scheduled budgets upcoming budgets Steps: Head into Settings  Select Manage Budgets  Click the name of the budget you would ...

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    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...

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    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...

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    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...

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    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...

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    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 ...

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    Vanessa D created an article,

    How to add discounts & credits in Procurify

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

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    Vanessa D created an article,

    Having to approve the same orders twice or more

    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 ...

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    Vanessa D created an article,

    How to put Bills back into Draft & Delete

    Goal: Delete a Bill Revert Bill to Draft Deleting a Bill Putting Bills back to Draft Steps: Head into the Accounts Payable Tab Select Bills Find the intended Bill you wish to modify Open the B...

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    Vanessa D created an article,

    Can Single Sign-on (SSO) login be used on Mobile?

    Question: Logging into Mobile using OKTA Logging into Mobile using AZURE Logging into Mobile using Google  Answer:                 Yes! If you are signed up with OKTA/AZURE/GOOGLE for single sign...