ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
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.
Carry agency form decisions into the next staff task.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.
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 complete agency requests into approvals with due dates.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
Carry agency bill decisions into finance follow-up tasks.
Your finance team sees the decision and next step in its task, with a link back to the bill.
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.