Frequently Asked Questions
We have categorised questions that are often asked during training or raised via the helpdesk. Each section will open in a new page.
Questions most commonly referred to Finance teams and the Proactis Helpdesk
Quick Start Guides
A repository of visual guides to common queries, categorised by user role.
First Time Users
Information for new users who are having trouble logging in, or are setting up their Proactis account.
Common questions asked about the system
A list of the various statuses on Proactis, their meanings and advised action
Budget Holder Authorisations
Information for users who have to authorise against a budget
Common questions asked about requisitions
Common questions asked about expense claims
The Buyer Role
Common questions asked by Buyers
Information for users trying to process an invoice
Information about processing the different types of troubleshoots
Information for requesting and getting help with external suppliers
Internal Suppliers and Stores
Information about which internal suppliers are available, and how to use them