Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Attach budget figures and source links to purchase requests.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Request missing evidence by email before purchase approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
Flag purchase requests that break spending rules for policy review.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Return purchase requests with missing supplier details named.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
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.
Link permitted supplier forms to high-value purchase requests.
Your reviewers get the vendor packet beside high-value purchase requests, or a clear list of what's missing before they decide.
Link repeat supplier quotes to the original purchase request for review.
See the original approval path alongside a held duplicate card, so your coordinator can reconcile a revised supplier quote.
Remind approvers about overdue 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 complete purchase requests to the right cost center manager.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
Show revised order terms to the approver before review resumes.
Your reviewers see what changed since the last approval and get the revised order for a fresh decision.