Admin
50 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.
- 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?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?
- 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?
- Privileges and Roles
- How to make a supplier inactive?
- 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 Match
- How to Share Custom Reports?
- How to manage Expense Categories?
- How to Enable the "Import PO From Integration" Privilege in ProcureDesk?
- Instructions to Add CC Email for Supplier Notifications
- How to send Taxes as a Separate Line Item to your ERP in ProcureDesk?
- How to Send an Order Cancellation Notice to the Supplier?
- Managing User Group Permissions Across Modules
- Guide to Organizing Fields in Documents.
- How to Disable Approval Confirmation Notifications for Users?
- How to use Brex as a payment method in ProcureDesk?
- Required parameter Line.AccountBasedExpenseLineDetail.AccountRef is missing in this request.
- How to configure Session Timeout in ProcureDesk?
- How to manually create Project Codes?
- How to Merge Suppliers?
- How to pay your ProcureDesk invoice from the ProcureDesk account?
- How do purchase authorization limits affect approval workflows in ProcureDesk?
- How to Download an Access Log Report in Procure Desk
- User Audit Trail.
- 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?
- How to Manage Transactional Tags?
- 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 users
- How to configure parallel approval steps in a workflow
- How to Configure Expense Policies