Set up Approval Routing to allow users to approve or deny requests while giving real-time visibility into current budgets. Here’s a step-by-step tutorial on how you can create your first account code. Creating account codes gives you a better understanding of your organization’s financial health.

Let’s add some new users and assign roles.Ĭreating a Chart of Accounts helps your organization determine exactly how your money is being spent. Choose from a set of predefined roles, or create custom ones to fit your needs. Each user will be assigned a specific role that matches their duties within your organization. Give the people in your organization access to Procurify by adding them in as a user. You can add custom departments and give access to specific users, ensuring every employee only sees what they need to see. Here's how to Customize Organizational Segmentsīranch Locations keep track and organize all locations for your company. Procurify understands that not all organizations are carbon copies of each other, and you may want to create a unique naming convention for your organization's needs. The first step to setting up your Procurify account is to add Location and Departments. To learn how to import your information directly into Procurify, click here 1.

Table of Contentsįor easy account setup, follow steps 1-8 below. Not sure what Procurify is? Click here to find out how Procurify helps streamline your purchasing process, from requesting an order to recording payments.

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