Vendors, procurement & finance

Bring vendors, purchasing and spend into one place — from onboarding suppliers through approvals and budget planning.

If you are setting this area up for the first time, add your vendors, then decide who signs off what with approvals before you start raising purchase orders.

Add a vendor and request quotesBuild the vendor directory, request and compare quotes, log vendor invoices.

Qualify a supplier or contractorKYC, insurance, agreements, safety inductions and security reviews.

Raise a capital request and issue a purchase orderJustify, approve, quote, order, receive — and create the asset.

Dispose of an assetSale, scrap, donation, transfer or loss, with data sanitisation and gain or loss.

Set up approvalsPolicies that route spend and decisions for sign-off, decided from one inbox.

Track costs and spendCosts on work orders, reversals, the ledger, spend summaries and FX.

Plan a budgetTwelve-month plans by account, location or asset category, with variance alerts.