Course curriculum

  • 1
    1 - Manual Setup
    • Course Overview
    • Module 1 - Learning Objectives
    • 1.0 - Procurify's Five Core Requirements
    • 1.1 - Add Location & Department
    • 1.2 - Add Users & Roles
    • 1.3 - Add Approval Routing
    • 1.4 - Add Account Codes
    • 1.5 - Add Budgets
    • 1.6 - Add Vendors
    • 1.7 - Add Product Catalog
    • Module Recap - Fitting it All Together
    • Superuser Setup Tasks
  • 2
    2 - Import Setup
    • 2.0 - Importing Data Overview
    • 2.1 - Import Locations
    • 2.2 - Import Departments
    • 2.3 - Import Users
    • 2.4 - Import Roles
    • 2.5a - Approval Routing Import - Groups
    • 2.5b - Approval Routing Import - Approvers
    • 2.6 - Chart of Accounts Import
    • 2.7 - Budget Import
    • 2.8 - Vendor Import
    • 2.9 - Catalog Import
  • 3
    3 - Updates and Maintenance (Coming Soon)
    • 3.1 - Update Core Requirements
    • 3.2 - Exporting Data
  • 4
    4 - Advanced Settings
    • 4.1 - Add Credit Cards for Reconciliation
    • 4.2 - Add Bank Accounts
    • 4.3 - Import User Permissions
    • 4.4 - Reporting Tools
  • 5
    5 - Next Steps
    • Course Feedback