Admin
13 articles
- How to hide the Chart of Accounts from users?Deactivate the chart of accounts to prevent users from selecting them while creating requests or orders.
- How to set up a new user?
- How to manage existing Ship to locations in ProcureDesk?
- How to restrict user access to specific departments?Here is how users can only see departments restricted to them.
- Can I add an approver on a document without changing the workflow?Enable ad-hoc approvals to give users the flexibility to add approvers as needed.
- How to Update the Billing Address?This guide explains how to change the Bill-To address that prints on a Purchase Order (PO) in ProcureDesk
- Delegation - How an Admin can set it up on behalf of other Users?
- How to request a Punchout Catalog?This guide explains how to request a Punchout Catalog from a supplier and the steps to set it up in ProcureDesk.
- How to Manage Departments?Learn how to add or modify departments in ProcureDesk. This guide ensures that changes reflect across all relevant documents.
- How to manage Payment Terms?
- How to Edit a Supplier?Wondering how to edit the details (like, email address) of your Supplier? Here's how you can do it.
- How to Import Locations Using CSV or XLSX Files?This feature allows admins to bulk upload and manage location data using CSV or XLSX files.
- How to Check the List of Merged Suppliers?