Portfolio Desk
User guide
Accounting 6 min read

Procurement

Procurement puts a decision before the spend. A requisition states what is needed, quotes make the comparison explicit, and a purchase order is the commitment the eventual bill is matched against.

  1. 1

    Raise a requisition

    What is needed, for which property, by when, with lines and estimated cost.

    Procurement page showing requisitions and purchase orders
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Quote, order and receive

    Collect vendor quotes against the requisition, convert the chosen one to a purchase order, and record receipts as goods or work arrive.

Used alongside

Accounts payable

Vendor bills, approval, payment and the 1099 position at year end.
Approvals

Threshold-based sign-off with separation of duties.
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