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Vanessa Darwin

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Activity overview

Latest activity by Vanessa Darwin
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    Vanessa Darwin 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 Where: Procurify Web Tips! * If the Purchase Order is Closed, it must be Re-op...

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    Vanessa Darwin created an article,

    Having to approve the same orders twice or more

    Issue: Having to approve twice Double approvals  I'm having to approve the same order twice Wrong approver Incorrect approval routing displayed Where: Procurify Web Procurify Mobile Additional...

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    Vanessa Darwin 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 Where: Procurify Web Tips! Once a Bill is deleted it cannot be undone. You can edit Bills once in the draf...

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    Vanessa Darwin created an article,

    Can PDF attachments be Uploaded by Mobile?

    Question: Uploading attachments by mobile Mobile uploading attachments Adding attachments with mobile Uploading PDF with mobile PDF attachments on mobile Where: Procurify Mobile Tips! If you ...

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    Vanessa Darwin created an article,

    How to add New Users

    Goal: Adding New Users into Domain Creating New Users New Users adding roles  New Users adding Permissions Tips! You will need access to Settings in order to add a user to the system. To Create...

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    Vanessa Darwin created an article,

    How to set-up Catalog Permissions

    Goal: Assign Catalog Permissions by user Assign Catalog Permission by Department Filter Catalog items by User Filter Catalog items by Department Where: Procurify Web Tips! You must have Super...

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    Vanessa Darwin created an article,

    How to make an Approval Routing Group

    Goal: Create Approval Group New Department made needs Approval Routing Unable to select Department in Request Approval Routing Group Where: Procurify Web Tips! For more information regarding ...

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    Vanessa Darwin created an article,

    How to disable Test Mode on Amazon Punchout

    Goal: Ability to make Live orders with Amazon Punchout Disabling Test Mode on Amazon Punchout Activating Amazon Punchout Amazon Punchout Set-Up guide Where: Amazon Business Settings Tips! You...

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    Vanessa Darwin created an article,

    How to adjust Payment & Address Settings to Shared on Amazon

    Goal: Shared Payment methods Shared Addresses Share all needed settings to make Punchout Orders Where: Amazon Business Settings Tips! You will need Admin access and credentials to make adjust...

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    Vanessa Darwin created an article,

    How to Assign Requisitioner & Punchout User(s) Roles in Amazon

    Goal: To assign Roles to users within Amazon Business The ability for users to make Punchout Orders Amazon Punchout user Set-Up Where: Amazon Business Settings Tips! You will need Admin acces...