Managing your approvers in ProcurementExpress.com is very easy. There are two ways to manage your budget approvers
Note: To do this you will need to have the "Company Admin" or "Finance" user role.
Editing budgets one at a time:
- Go to the "Budgets" tab in the left menu-bar
- Go to the Budget you would like to edit
- Click on “Edit Budget” on the top left
- Scroll down to the Approvers category
- Utilize the dropdown list to search for or select the approvers you wish to assign to the budget.
- Remember to save any changes you have made
Multiple Budgets (CSV File Using MS Excel or Google Sheets):
- Go to the Budgets option in the left menu-bar
- Click on "Actions" Followed by "Export Ective Budgets" (This may differ depending on what your budget alias is configured as)
- Click on the “Download” button in the Green bar that displays at the top.
- Open the downloaded file in the program of choice, such as MS Excel or Google Sheets.
- In the CSV file edit the email addresses in the approver column separating multiple values using a comma (,) This is where you edit the approvers.
- Export the edited document as a saved new CSV file.
- Head back to ProcurementExpress.com, click on the “Import Budgets” option.
- Drag and drop the CSV file you just downloaded, onto the “Choose File” button and click on “Import”.
- After the app has processed your file, you will be presented with a preview screen. Here you can do a few last-minute spot checks to make sure that all data seems correct, if all data seems to be in order, you can proceed to click “Import”.
Still have a few questions? Use the Live Chat icon in the bottom right corner or alternatively send an email to support@procurementexpress.com to get in touch with one of our Support Representatives. Have a feature suggestion? We'd love to hear from you! Add your feature suggestion on feedback.procurementexpress.com.