Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Keep emailed purchase requests visible and send missing details back to staff.
You can track emailed purchase requests on cards while employees get a clear list of missing details.
Surface gaps in large purchase requests before approval.
Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.
Keep incomplete requests waiting and alert requesters.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Surface over-limit requests for your next reviewer decision.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Clear incomplete requests from the approval queue and notify employees.
Keep incomplete purchase requests out of your approval queue and give requesters the exact fixes they need in chat.
Route complete purchase requests to the right budget owners.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Give finance reviewers budget context on purchase requests.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Keep supplier paperwork with purchase requests before approval.
Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.
Keep open purchase approvals current when finance revises a balance.
Your pending purchase requests show revised balances beside the amount requested, giving finance reviewers the latest sheet figure as they decide.
Keep incomplete purchase requests with requesters for correction.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
Show calculated totals and discrepancies on purchase requests.
See the calculated amount and any difference on your purchase form before you review the request.
Remind the current reviewer before a purchase approval is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.