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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.
Pass purchase request decisions to the assigned task owner.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.
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.
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.
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.
Return incomplete purchase requests with specific questions for requesters.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.
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.