Admin
52 articles
- How to export the current User List?This guide explains how to export user details in ProcureDesk, including filtering for active users.
- How to add a Carrier name for ASN?This guide explains how to add a carrier in ProcureDesk for Advance Shipping Notice (ASN) to track orders in transit from the supplier.
- How to Delete/Deactivate a user?Learn how to delete or deactivate a user in ProcureDesk.
- How to Add/Modify Categories?How to add or modify categories in ProcureDesk. Categories are used across all documents, such as PO, Invoices, and Receipts.
- 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.
- View the User Audit trailThis guide explains how to view the audit trail for user profile changes in PD. Admins can see when and by whom a user profile was changed
- Control which formats to import for Invoices.Control which file formats can be imported as invoices from the ProcureDesk Admin console.
- Approval Workflow based on GL CodeSet up an approval workflow based on GL code so documents route by the accounting code they're charged to.
- Can we make comments mandatory for an approver while approving documents by clicking on a link from an email?Make comments mandatory when approvers approve documents from an email link.
- 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?This guide explains how to unlock a user account in ProcureDesk if a user has been locked out, requiring Admin access.
- How to Manage UOM (Unit of Measurement)?Managing Units of Measure (UOMs) ensures accurate inventory and orders in ProcureDesk. This guide covers how to add or remove UOMs.
- 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.
- 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?Learn why the PO contact can show as the receipt creator: they clicked the 'I have received all the items' link in the reminder email.
- 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?Update your ProcureDesk password policy: minimum length, special characters and capital letter requirements.
- Privileges and RolesUnderstand privileges and roles in ProcureDesk: privileges define allowed actions, and roles group privileges to assign to users.
- How to make a supplier inactive?Make a supplier inactive in ProcureDesk from Pay, Suppliers so it can no longer be used on new documents.
- Tracking Workflow Changes with the Audit Trail in ProcureDeskThe Audit Trail feature allows you to track any changes made to your workflows, providing transparency and control over workflow updates.
- Enabling Central Receiving for 3-Way MatchEnable central receiving for 3-way match so missing-receipt requests go to a central receiving team instead of the order contact.
- How to Share Custom Reports?Share custom reports with teammates in the new ProcureDesk interface so reports reach the right people quickly.
- How to manage Expense Categories?Add and manage expense categories in ProcureDesk from Admin, General Settings, Configurations, Manage Expense Category.
- How to Enable the "Import PO From Integration" Privilege in ProcureDesk?Enable the Import PO From Integration privilege so users can import purchase orders from integrated systems like QuickBooks Enterprise.
- Instructions to Add CC Email for Supplier NotificationsAdd a CC email address to supplier notifications from Admin, General Settings, Configurations, Company Settings.
- How to send Taxes as a Separate Line Item to your ERP in ProcureDesk?Send taxes as a separate line item to your ERP (QuickBooks, NetSuite and others) from ProcureDesk for accurate tax tracking.
- How to Send an Order Cancellation Notice to the Supplier?Send an automatic cancellation notice to the supplier when an order is canceled in ProcureDesk.
- Managing User Group Permissions Across ModulesCreate user groups and assign tailored permissions across modules like Accounting, Catalog, Project Code, Class, Budget and Requisition Type.
- Guide to Organizing Fields in Documents.Organize and reorder the fields shown on ProcureDesk documents from Admin mode so forms match how your team works.
- How to Disable Approval Confirmation Notifications for Users?Turn off approval confirmation email notifications for users from the Email Notification section in Company Settings.
- How to use Brex as a payment method in ProcureDesk?Use Brex as a payment method on purchase orders in ProcureDesk once your Brex account is connected.
- Required parameter Line.AccountBasedExpenseLineDetail.AccountRef is missing in this request.Fix the QuickBooks error 'Required parameter Line.AccountBasedExpenseLineDetail.AccountRef is missing' by mapping the missing account in Admin.
- How to configure Session Timeout in ProcureDesk?Configure the session timeout in ProcureDesk to change how long users can stay inactive before they are signed out.
- How to manually create Project Codes?Enable and manually create project codes in ProcureDesk from General Settings, Configurations, so you can track spend by project.
- How to Merge Suppliers?Merge duplicate supplier records in ProcureDesk to keep supplier data clean and avoid sync errors with your accounting system.
- How to pay your ProcureDesk invoice from the ProcureDesk account?Pay your ProcureDesk subscription invoice from inside your ProcureDesk account using the Billing option in the Admin console.
- How do purchase authorization limits affect approval workflows in ProcureDesk?Learn how purchase authorization limits shape approval workflows in ProcureDesk and what changes when you adjust an approver's limit.
- How to Download an Access Log Report in Procure DeskDownload a user's access log report in ProcureDesk from Admin, Manage Users, by opening the user and exporting their access history.
- User Audit Trail.View the user audit trail in ProcureDesk to see user activity. Only users with admin privileges can access audit logs.
- How to Edit the “Send PO to Supplier” Email Template?This guide explains how to edit or modify the email that is automatically sent to a supplier when a Purchase Order (PO) is issued from ProcureDesk.
- How to Enable Cost Codes Across All Documents?Enable cost codes across all documents in ProcureDesk from Admin, General Settings, Configurations.
- How to Manage Transactional Tags?Create and manage transactional tags in ProcureDesk Admin settings to label and organize documents.
- How to Manage Supplier Documents?The Documents tab on a supplier profile allows you to store and manage supplier-specific files such as W-9s, COIs, insurance certificates, contracts, ACH forms, statements of work, and other compliance…
- How to set a separate self-approval limit for usersSet a separate, lower self-approval limit for users so their own documents follow a stricter threshold without changing their authority over others.
- How to configure parallel approval steps in a workflowConfigure parallel approval steps so several approvers review a request at once; it moves on only when all approve and returns if anyone rejects.
- How to Configure Expense PoliciesSet expense policy rules once in ProcureDesk Admin and have them enforced automatically on every expense, instead of catching violations in review.
- How to add a new Supplier / VendorBy following these steps, users can create and manage new supplier profiles, including necessary details and locations, within ProcureDesk.
- How to create and assign purchase authorization limits to users?This process will help determine the authority each user has for authorizing purchases or expenses.