Knowledge Base

All Articles

About Enhanced Reports in Prendio
Accounting Segments
Adding A Supplier To Prendio
Adding A User To Prendio
AP Push by ERP Connector
Apple OSX Browser Maintenance
Approval Notifications And The Approval Process Explained
Approvals Overview
Approvals Stalled Due To Out Of Office Approver
Approve or Reject a Requisition
Approver Notification
Blanket Orders
BusinessValidationError prevents AP Push to QuickBooks Online
Buyer Overview
Can I Upload A Packing Slip Or Invoice In JPEG Format To Prendio?
Carts Overview
Catalog Search
Change My Purchase Order
Change or Cancel an Order Requisition
Changing Payment Terms While Processing a Voucher
Changing The Order Of Segments (Department, GL Account,...)
Closing Purchase Orders
Company Addresses
Company Holidays
Configuring Prendio With Azure AD Single Sign-On (SSO) Authentication
Configuring Prendio With Centrify Single Sign-On (SSO) Authentication
Configuring Prendio With Okta Single Sign-On (SSO) Authentication
Configuring Prendio With OneLogin Single Sign-On (SSO) Authentication
Copy from a Previous Cart/Order
Create Purchase Order
Create Receipts
Creating a Centrify SSO Application for Prendio
Creating A Custom Report From A Prendio Window
Creating A Prendio Punchout Order
Creating an Azure AD SSO Application for Prendio
Creating An Order Using A Catalog Search
Creating An Order With A Manual /Custom Cart
Creating Custom Reports with Enhanced Reports
Creating Schedule Jobs with Enhanced Reports
Dashboard Quick Start
Document Store
Document Store Setup
Enabling Projects In Prendio
ERP Integration Overview
Expedite My Order
Find My Order
Get More From A Push By Understanding The Selected Actions Choices
Getting To Know Prendio
Handling Problematic PDF Documents
Important Notice Regarding Backorders
Making a Prendio User Profile Inactive
Managing Requisitions and Orders
Managing Users
Missing PO and/or Receipt
My Reqs
New Company Setup
Non-Catalog Items and Services
Order Status Updates
Order Type
Part Price Management
Performing a Let's Align In Quickbooks Desktop
Performing a Let's Align With The Prendio Online Connectors
Prendio Admin Role Accounting Configuration
Prendio Admin Role Address Configuration
Prendio Admin Role Comprehensive Training
Prendio Admin Role General Configuration
Prendio Admin Role Notification Configuration
Prendio Admin Role Prendio Account And Company Tag Configuration
Prendio Admin Role Safety Approver Configuration
Prendio Admin Role Support Menu Configuration
Prendio Admin Role Time Table Configuration
Prendio Admin Role User Authentication Configuration
Prendio Company Admin: Adding Dashboard Announcements And Holidays
Prendio Online Connectors: AP Push And Request Bill Payments
Prendio Order Of Approvals
Prendio Order Status Explained
Prendio Recommended Scanner and Scanner Settings
Prendio Report: Department Summary
Prendio Reports: AP Order Analysis
Prendio Reports: Open PO Detail
Prendio Reports: Open PO Summary
Prendio Reports: Paid Bills And Unpaid Bills
Prendio Reports: PO Summary
Prendio Reports: Proxy Request Summary
Prendio Reports: User Summary
Prendio Response regarding Log4j Vulnerability
Prendio Tax & Freight Assignment Options Explained
Punchouts
Quickbooks Desktop AP Push And Request Bill Payments
Quickbooks Desktop Initial ERP Integration With Prendio
Receive Packages
Reducing The Size Of Scanned PDF Packing Slips And Invoices
Reinstalling The Quickbooks Web Connector
Removal of ACH fields in Prendio
Replacing The Quickbooks Desktop Web Connector Configuration File
Requisition Approval Comparison Between Cart Requester And Other Users
Responding To A Rejected Approval Request
Returns, Damaged or Incorrect Items
Save Steps Creating A Cart With Default Selections
Scan Match
Scan Upload
Segment Descriptions Can Make Cart Selections Easier
Status of My Requisition in Approval
Step by Step guide to Capital Purchases
Submitting your Cart for Approval
Supplier Management
Support and Setup - Quickbooks Online Connector
Syncing GL Accounts, Projects, and Departments in Accounts Payable with Quickbooks Desktop
Syncing GL Accounts, Projects, and Departments in Accounts Payable with the Prendio Online Connectors
The Got It Feature Explained
Time Table
Time Table Setup
Tolerances Configuration
Tracking Your Order Using Order History
Understanding Additional Funds Requests
Understanding An On Behalf Of Approval
Understanding Approval Path Errors
Understanding Department GL Account And Project Approvals
Understanding Invalid Entity Field Errors
Understanding Missing Packing Slip Proxy Requests
Understanding Missing PO And Packing Slip Proxy Requests
Understanding Prendio Cart Order Types
Understanding Quickbooks Online Connector Timeouts
Understanding The Available Prendio Bundles
Understanding The New Supplier Approval Role
Understanding The Prendio Accounts Payable Role
Understanding The Prendio AP Management Role
Understanding The Prendio Dashboard And Requester Role
Understanding The Prendio Receiver Role
Understanding The Supplier Selections in a Prendio Cart
Understanding The Timing Of Prendio Approval Notifications
Unlocking the OTP Process for a Prendio User
User Login
Using A Parts Line Item For A Blanket Purchase Order
Using A Services Line Item For A Blanket Purchase Order
Using Adobe Acrobat DC And MS Word To Reduce PDF File Size
Using An Open Cart As A Template For Repetitive Orders
Using Google Chrome On A Mac To Separate A Multiple Page PDF Invoice Into Individual PDF Documents
Using Microsoft Print To PDF To Recover Damaged PDFs
Using The Prendio Catalog Search To Order Items
Using The Prendio Part Description Edit Feature To Provide More Detail To The ERP System
Using The Prendio Scan Upload Feature
Using Your Prendio User Profile To Set Up Out Of Office
Why Is The Scan > Scan Match Window Missing?
Windows Browser Maintenance