Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Mark purchasing exceptions for the policy owner to review.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
Turn agency purchase forms and quotes into approval tasks.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
Show required vendor forms with 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.
Nudge overdue approvals for agency supplier purchases.
Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.
Send the reviewer a purchase link before an agency request 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 department purchase requests with unanswered intake questions.
Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.
Send agency 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.