12 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 re-assign a document approval to a different approver?
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.