FAQs

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.

Top FAQs
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.

General Questions
Common questions asked about the system

Status Descriptions
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

Requisitioning
Common questions asked about requisitions

Expense Claims
Common questions asked about expense claims

The Buyer Role
Common questions asked by Buyers

Invoicing
Information for users trying to process an invoice

Troubleshooting
Information about processing the different types of troubleshoots

External Suppliers
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