Back to home

Procurement

Create purchase orders before commitments become bills

Track open commitments, vendors, items, approvals, and print-ready purchase orders before actual bills arrive.

Teams see commitments before cash leaves.

Finance can compare PO intent with later bills.

Approvers can control purchasing earlier in the cycle.

Workflow

How teams usually use it

These pages focus on the capabilities inside the accounting app itself, not internal operations or onboarding constraints.

1

Create PO from vendor and item data.

2

Submit or approve based on your controls.

3

Track open commitment until the purchase cycle is completed.

Procurement visibility before bills

Purchase orders help businesses control spend before the vendor invoice arrives.

Vendor, item, and account data stay structured.

Open commitments are highlighted for follow-up.

PO print pages use the same document system as sales documents.

Works with approval flows

Approval flows help purchasing decisions stay controlled, while auto-finalization keeps smaller teams moving when no approval flow exists.

Submit, approve, reject, or override where needed.

Keep status visible from purchase order lists.

Use document templates for terms and notes.

Keep learning

Read the operational guide for purchase orders.

The docs app includes setup sequence, controls, mistakes to avoid, and practical workflow guidance for this area.