Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
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.
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.
See stalled purchase approvals with the quote and decision needed.
Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.
Give authorized reviewers the vendor packet for major purchases.
Your reviewers get the vendor packet beside high-value purchase requests, or a clear list of what's missing before they decide.
Keep purchase tasks current when supplier agreements finish signing.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
Remind the approvers holding up supplier purchase decisions.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
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.
Send incomplete purchase requests back with specific questions.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.
Apply cost center rules when assigning purchase approvals.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.