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Vanessa Darwin

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  • 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...

  • Can users Approve Delegated orders outside of their Approval Routing

    Question: Can Approvers approve Orders/expenses delegated without being part of the same Approval Routing? Can a user approve delegated order/expenses out of their approval routing? Where: Procu...

  • 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 ...

  • How to Replicate an Expense to Edit.

    Goal: How to replicate an expense request? How can I edit a submitted expense? How to adjust a submitted expense? Where: Procurify Web Tips! It's important to Delete the original Expense afte...

  • Unable to See Department or Location within Drop-Down Options

    Issue: Not seeing the new department in drop-down options for Order Requests Not seeing the new department in drop-down options for Expense Requests Cannot see a newly made department in drop-down...

  • How to Change Bill Status from Approved to Pending/Draft?

    Goal: Move an approved Bill back into Pending  Revise an approved Bill Put an approved Bill back into Draft Fix Bill Where: Procurify web app Tips! The Fix Bill option does not include expens...

  • 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...

  • 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 ...

  • How to add New Users

    Goal: Adding New Users into Domain Creating New Users New Users adding roles  New Users adding Permissions Where: Procurify Web Tips! You will need access to Settings in order to add a user t...

  • 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...