Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Show budget balances on public agency purchase requests.
Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.
Record missing purchase references on bills awaiting agency approval.
Your requester knows exactly what to add, and your approver can see why the bill is waiting.
Request missing reasons before public purchases move to approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
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.
Name missing answers on agency purchase requests before approval.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
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.
Hold repeat supplier quotes for review against the first request.
See the original approval path alongside a held duplicate card, so your coordinator can reconcile a revised supplier quote.
List missing facts on agency purchase requests before review.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
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.
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.
Show purchase order revisions that need another approval.
Your reviewers see what changed since the last approval and get the revised order for a fresh decision.