What it does
- Itemised requests: quantity, unit price, currency, budget code, quote and invoice attachments.
- Approval chain: manager approval, plus finance approval above a set amount. Thresholds live in your definition.
- Revision: The approver sends the request back with a note; the requester fixes it and the flow resumes where it stopped.
- Delegation: When an approver is away, their work passes to a delegate.
- After approval: Approved requests land in the purchasing team's work list.
- Reminders: Email notifications and reminders for pending approvals.
Measure it
Average approval time, revision rate, pending requests, spend by budget code.
With AI
AI spots a missing budget code or attachment, surfaces similar past requests and writes a summary for the approver. With Warehouse and inventory, it turns reorder needs into requests automatically.
Related modules
Warehouse and inventory (reorder → request), Accounting (invoice matching), Documents (contracts and quotes).
FAQ
Who sets the approval thresholds?
Your administrator sets them in the definition; changes are published after preview and approval.
Can we bring in existing requests?
Yes. Excel lists are imported with a pre-check.