Course curriculum

  • 1
    Course Overview (5 minutes)
    • Copy of Welcome to Liftoff!
    • Introduction Video
    • Why Procurify?
  • 2
    Introduction to Procurify (20 minutes)
    • Request to Bill Process in Procurify (Complete Procurify Walkthrough)
    • Procurify Dashboard Overview
    • Changing Notifications & Approvals Delegations in Procurify
    • Messages & Communications in Procurify
  • 3
    Requesting Basics (20 Minutes)
    • Request for Order in Procurify
    • Checking the Status of a Request in Procurify
    • Custom Request for Order Fields in Procurify
    • Amazon (and Staples) PunchOut
    • Procurify Checkout
  • 4
    Approving Basics (20 Minutes)
    • Approval of Requests for Order
    • Approver Watchlist
    • Approver Delegation
    • Spend Pipeline
  • 5
    Purchasing Basics (20 minutes)
    • Creating a PO
  • 6
    Receiving Basics (5 minutes)
    • How to Receive
  • 7
    Accounts Payable Basics (15 minutes)
    • Creating a Bill
    • Credit Card Reconciliation
    • Exporting Data for Accounting Systems
    • QuickBooks Online Direct Integration