--- title: Getting Started | Knowledge Base description: Steps that will help you get up and running both in terms of Setup and Maintenance for new and existing companies --- [Skip to content](https://faq.procurementexpress.com/getting-started#main-content) English Show submenu for translations ![white logo.png\]](https://faq.procurementexpress.com/hs-fs/hubfs/white%20logo.png?height=46&name=white%20logo.png) - [Home](https://content.procurementexpress.com/) - [About Us](https://content.procurementexpress.com/about-us) - [Contact Us](https://content.procurementexpress.com/contact-us) - [Blog](https://procurementexpress.hubspotpagebuilder.com/blog) Open main navigation Close main navigation - [Home](https://content.procurementexpress.com/) - [About Us](https://content.procurementexpress.com/about-us) - [Contact Us](https://content.procurementexpress.com/contact-us) - [Blog](https://procurementexpress.hubspotpagebuilder.com/blog) - English Show submenu for translations - Contact us Contact us Need anything? Find it by searching a keyword! - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://faq.procurementexpress.com/) 2. [Getting Started](https://faq.procurementexpress.com/getting-started) # Getting Started Steps that will help you get up and running both in terms of Setup and Maintenance for new and existing companies - [How do I access my account on ProcurementExpress.com?](https://faq.procurementexpress.com/accessing-my-procurementexpress-account) - [How do I navigate through ProcurementExpress?](https://faq.procurementexpress.com/navigating-procurementexpress) - [How do I Add or Edit Custom Fields?](https://faq.procurementexpress.com/how-do-i-set-up-custom-fields) ## Purchase Orders - [What do the different PO statuses mean?](https://faq.procurementexpress.com/po-statuses) - [How do I attach files to my Purchase Order?](https://faq.procurementexpress.com/attaching-files-and-invoices-to-pos) - [How to make use of Cancel & Revise](https://faq.procurementexpress.com/cancel-and-revise) - [How do I save a Purchase Order without sending it for approval?](https://faq.procurementexpress.com/draft-purchase-orders) - [How do I copy/duplicate a Purchase Order?](https://faq.procurementexpress.com/copy-purchase-orders) - [How to Approve/Reject a Purchase Order](https://faq.procurementexpress.com/approving-and-rejecting-purchase-orders) - [Tagging users in comments](https://faq.procurementexpress.com/tagging-users-in-comments) - [Will the PO number remain the same when I use Cancel and revise?](https://faq.procurementexpress.com/cancel-and-revise-will-the-po-number-remain-the-same) See less ▼ ## Suppliers and Products - [How do I import suppliers and products?](https://faq.procurementexpress.com/importing-suppliers-and-products) - [How do I create my own supplier email templates?](https://faq.procurementexpress.com/custom-supplier-email-templates) - [How do I add a new supplier?](https://faq.procurementexpress.com/adding-suppliers) ## Employees - [How do I add employees to my company account?](https://faq.procurementexpress.com/adding-employees) - [How do I assign employees to departments?](https://faq.procurementexpress.com/assigning-employees-to-departments) - [How do I access/edit Employees' details?](https://faq.procurementexpress.com/editing-employee-details) ## Budgets - [Do I need to use budgets in ProcurementExpress.com?](https://faq.procurementexpress.com/do-i-need-budgets-in-procurementexpress) - [How do I adjust my budgets?](https://faq.procurementexpress.com/adjusting-budgets) - [How do I make adjustments to my budgets?](https://faq.procurementexpress.com/editing-budgets) - [How do I check the remaining amount on the budgets before approving?](https://faq.procurementexpress.com/how-to-check-remaining-budget-amount-before-approving) - [How do I add limits to my budgets?](https://faq.procurementexpress.com/budget-limits) - [Can I choose whether my remaining budget amounts are Net or Gross amounts?](https://faq.procurementexpress.com/net-or-gross-amounts) - [How to manage Custom Fields for Budgets](https://faq.procurementexpress.com/how-to-manage-custom-fields-for-budgets) See less ▼ ## Departments - [How do I add delivery addresses to departments?](https://faq.procurementexpress.com/delivery-addresses) - [How do I allow all users to see Purchase Orders created in their department?](https://faq.procurementexpress.com/setting-up-department-access) ## Deliveries - [Receiving Items and marking Deliveries on Purchase Orders](https://faq.procurementexpress.com/full-and-partial-deliveries) - [Welcome](https://faq.procurementexpress.com/welcome) - [Purchase Orders](https://faq.procurementexpress.com/purchase-orders#main-content) - [Actions](https://faq.procurementexpress.com/purchase-orders#actions) - [How to create Purchase Orders](https://faq.procurementexpress.com/purchase-orders#how-to-create-purchase-orders) - [Allocations](https://faq.procurementexpress.com/purchase-orders#allocations) - [Exports](https://faq.procurementexpress.com/purchase-orders#exports) - [Getting Started](https://faq.procurementexpress.com/getting-started#main-content) - [Purchase Orders](https://faq.procurementexpress.com/getting-started#purchase-orders) - [Suppliers and Products](https://faq.procurementexpress.com/getting-started#suppliers-and-products) - [Employees](https://faq.procurementexpress.com/getting-started#employees) - [Budgets](https://faq.procurementexpress.com/getting-started#budgets) - [Departments](https://faq.procurementexpress.com/getting-started#departments) - [Deliveries](https://faq.procurementexpress.com/getting-started#deliveries) - [Invoices](https://faq.procurementexpress.com/invoices) - [Approval Flow](https://faq.procurementexpress.com/approval-flow#main-content) - [Smart Approval Flows](https://faq.procurementexpress.com/approval-flow#smart-approval-flows) - [Legacy Purchase Order Approval Flows](https://faq.procurementexpress.com/approval-flow#legacy-purchase-order-approval-flows) - [Scan & Match](https://faq.procurementexpress.com/scan-match) - [The User Roles](https://faq.procurementexpress.com/the-user-roles#main-content) - [Teammember Role](https://faq.procurementexpress.com/the-user-roles#teammember-role) - [Finance Role](https://faq.procurementexpress.com/the-user-roles#finance-role) - [Company Admin Role](https://faq.procurementexpress.com/the-user-roles#company-admin-role) - [App Settings](https://faq.procurementexpress.com/app-settings#main-content) - [Company Settings](https://faq.procurementexpress.com/app-settings#company-settings) - [User Settings](https://faq.procurementexpress.com/app-settings#user-settings) - [PDF Settings](https://faq.procurementexpress.com/app-settings#pdf-settings) - [Supplier Settings](https://faq.procurementexpress.com/app-settings#supplier-settings) - [The Supplier Portal](https://faq.procurementexpress.com/the-supplier-portal#main-content) - [RFQ](https://faq.procurementexpress.com/the-supplier-portal#rfq) - [Supplier Side](https://faq.procurementexpress.com/the-supplier-portal#supplier-side) - [Mobile App](https://faq.procurementexpress.com/mobile-app) - [Integrations and Features](https://faq.procurementexpress.com/integrations-and-features#main-content) - [Feature Suggestions](https://faq.procurementexpress.com/integrations-and-features#feature-suggestions) - [QuickBooks Online](https://faq.procurementexpress.com/integrations-and-features#quickbooks-online) - [Multi Company/Company Switching](https://faq.procurementexpress.com/integrations-and-features#multi-company-company-switching) - [PushCart](https://faq.procurementexpress.com/integrations-and-features#pushcart) - [API](https://faq.procurementexpress.com/integrations-and-features#api) - [Supplier Rating](https://faq.procurementexpress.com/integrations-and-features#supplier-rating) - [Xero](https://faq.procurementexpress.com/integrations-and-features#xero) - [Zapier](https://faq.procurementexpress.com/integrations-and-features#zapier) - [QuickBooks Desktop](https://faq.procurementexpress.com/integrations-and-features#quickbooks-desktop) - [Sage Integration](https://faq.procurementexpress.com/integrations-and-features#sage-integration) - [Sage Intacct](https://faq.procurementexpress.com/integrations-and-features#sage-intacct) - [Lightyear](https://faq.procurementexpress.com/integrations-and-features#lightyear) - [Reports and Filters](https://faq.procurementexpress.com/reports-and-filters) - [Billing and Accounts](https://faq.procurementexpress.com/billing-and-accounts#main-content) - [Trial Accounts](https://faq.procurementexpress.com/billing-and-accounts#trial-accounts) - [Troubleshooting](https://faq.procurementexpress.com/troubleshooting) - [About Us](https://faq.procurementexpress.com/about-us) - [Departments](https://faq.procurementexpress.com/departments) - [Budgets](https://faq.procurementexpress.com/budgets) - [RFQ](https://faq.procurementexpress.com/rfq) - [Purchase Requests](https://faq.procurementexpress.com/purchase-requests) - [Company Setup](https://faq.procurementexpress.com/company-setup) - [Tax](https://faq.procurementexpress.com/tax) - [Home](https://content.procurementexpress.com/) - [About Us](https://content.procurementexpress.com/about-us) - [Contact Us](https://content.procurementexpress.com/contact-us) - [Blog](https://procurementexpress.hubspotpagebuilder.com/blog) [![Chill listening crop-3](https://faq.procurementexpress.com/hs-fs/hubfs/transparent-1.png?width=127&height=43&name=transparent-1.png "Chill listening crop-3")](https://faq.procurementexpress.com) Frequently Asked Questions Copyright © 2026, ProcurementExpress.com