24 articles
How to export current User List?
How to add a Carrier name for ASN
How to Delete/Deactivate a user?Learn how to delete or deactivate a user in ProcureDesk.
How to Add/Modify categories?
How to enable and use the Shipment Method field on Purchase Orders?This guide explains how to specify the shipment method on a Purchase Order (PO) in ProcureDesk.
Roles and Privileges
View User Audit trail
Control which formats to import for Invoices
Approval Workflow based on GL Code
Can we make comments mandatory for an approver while approving documents by clicking on a link from an email?
How to enable "Add Ship to" location for Requests?Do you want your users to add new "Ship to" locations on their own on the requests? Enable the "Add Ship to" setting for it.
How to create "Accounts" in ProcureDesk?If your ProcureDesk account is not integrated with an ERP system. This guide covers the steps to add account details manually and in bulk.
How to Enable and Add Terms & Conditions on a PO in ProcureDesk?Include necessary Terms & Conditions on your Purchase Order before sending it to the supplier.
How to unlock a user?
How to Manage UOM (Unit of Measurement)?
How to set a different default currency for each Entity/Business Unit?You can set different default currency for each business unit/entity of yours on ProcureDesk.
Show GL Codes to a Specific User GroupRestrict GL codes to users and avoid showing them your entire GL code list.
How to create Custom Fields?Here's a step-by-step guide to enabling and creating custom fields.
Why does the PO Contact appear as the Receipt Creator without submitting the Receipt?
How to use ProcureDesk APIs?Looking to customize your ProcureDesk experience using APIs? Use the following guide.
How to Enable and Add the Payment Method?Do you want to select the Payment method for your requests or orders to keep a record? Follow the steps in this guide.
How to Lock the Ship-To Location to the Default Location for a user?Do you want your users to use a single Ship-To Location?
How to Reset Your Password?If you've forgotten your password, don't worry! Resetting it is easy. Here is the process for resetting your password.
How to update Password Policies for your ProcureDesk Account?