Return incomplete requests, check forms, prepare approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send complete purchase requests and quotes to budget owners in approval tasks.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
List missing approval facts on purchase requests for correction.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
Flag purchase requests whose totals differ from itemized costs.
See the calculated amount and any difference on your purchase form before you review the request.
Send complete purchase requests to the named approver with evidence.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
Return incomplete purchase forms with the missing fields named.
Requesters get a clear list of missing details on their purchase forms and a notice to update them, so your coordinator can move past the chase.
Return purchase requests with missing supplier details named.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Show budget fit beside purchase requests before approval.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.