Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Flag W-9 issues before you review a new supplier purchase.
Your purchase requests show whether a new supplier's W-9 is ready, with a note when something needs attention.
Close the purchase signature task once the agreement is signed.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.
Put signed agreement links on the purchase tasks you review.
Your purchase tasks show the signed agreement link, so coworkers can open it without searching the approval card.
Compare requested purchase amounts with itemized costs before approval.
See the calculated amount and any difference on your purchase form before you review the request.
Put supplier agreements past signing date on your task list.
Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.
Recheck changed order terms before buying proceeds on old approval.
Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.
Hold revised purchase orders until a coordinator reviews them.
Your changed purchase orders stay on hold for the right coordinator to review, with the earlier decision linked for context.