Finance & operations
Purchasing
Purchase requests, orders, bills and budgets
Anyone can ask to buy something. Managers and finance approve it, finance orders it from a vendor, the team records what arrived, and vendor bills are matched to the order before they are approved.
Open Purchasing
Opens in RIO. You will be asked to sign in if you are not already, and you see it when your role allows.
Who uses it
Finance teams that want spending approved before it happens.
What teams do with it
Approve before buying
Requests above amounts you set need the requester’s manager, then finance.
Order and receive
Turn an approved request into a purchase order and record each delivery.
Catch billing mistakes
A bill that charges for more than was ordered or received, or at a higher price, is flagged for review.
Stay inside budget
Set budgets by department and see what is spent and committed against each.
Key features
- Purchase requests with manager and finance approval steps
- Vendors, purchase orders and receipts
- Received stock items can be added to Inventory
- Vendor bills matched against the order and what was received
- Department budgets with spent and committed amounts
- Approved bills are not posted to Books automatically yet