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Advanced Settings

How can I change the default Match Type between "3-way match" and "2-way match"?

To change the default match type between 2-Way and 3-Way Matches: Head over to your account Settings (top right gear icon ⚙️). Locate the Advanced Settings subtab. Scroll down to locate the Bills sec…

Updated 3 months ago by Jean Acosta

Can I define quantity tolerances in my Receiving process?

You can enforce an upper-limit tolerance in the max quantity of goods that your users can receive compared to the original quantity specified in a Purchase Order (PO). The Receiving Tolerance is defi…

Updated 3 months ago by Jean Acosta

Can I add a standard footer to all my POs?

Yes, it is possible to set up a footer that pre-populates by default when creating new POs. A purchase order footer is the section located at the bottom of a purchase order document. It typically con…

Updated 3 months ago by Jean Acosta

How can I change the "buffer" for my ControlHub Cards?

Your cards buffer is an extra limit for new cards to cover additional costs such as taxes, shipping, etc. To change the “buffer” on your ControlHub cards: Head over to your account Settings (top righ…

Updated 3 months ago by Jean Acosta

Can I modify or remove the Quantity and Unit Cost Tolerance of a PO?

The goal of the PO Quantity and Unit Cost tolerances, is to only allow to items to POs within X% tolerance of what was originally approved. This serves as a basic cost control feature to prevent peop…

Updated 3 months ago by Jean Acosta

How can I modify the default footer for my POs?

To add a default footer to your Purchase Orders: Head over to your account Settings (top right gear icon ⚙️). Locate the Advanced Settings subtab. Scroll down to locate the Purchase Orders section..…

Updated 4 months ago by Jean Acosta

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