ControlHub Support - Purchasing Software

How do I add Categories?

To create or add Categories to your account: Head over to your account Settings (top right gear icon ⚙️). Locate the Categories subtab. Enter a New Category name in the Add New field and press Enter.…

How can I set specific Approval rules for Requests, Budgets and Bills?

You can create approval rules for new requests, budgets and/or bills by using the variable "Type" as shown below: Name your New Ruleset. Under Ruleset Criteria : Select the Type Variable.. Choose Req…

How do I set Approval Rules?

Head over to your account Settings (top right gear icon ⚙️) and then on the Approval Rules subtab. To create a new Approval Rule, click on the +Add Ruleset button. First, give your rule a Name. Crite…

All Categories

Approval Rules

9 articles by 1 author

Bills

7 articles by 1 author

Bills and Payments

3 articles by 1 author

Budgets

5 articles by 2 authors

Cards

10 articles by 1 author

Company Settings

25 articles by 1 author

Items

2 articles by 1 author

NetSuite

1 article by 1 author

POs

14 articles by 1 author

Personal Settings

3 articles by 1 author

QuickBooks

2 articles by 1 author

Receiving

2 articles by 2 authors

Reports

8 articles by 1 author

Requests

15 articles by 1 author

Slack App

6 articles by 1 author

Subscription