Site requisition to paid supplier invoice

How the steps join up

It starts when: site raises a requisition for materials or hire.

1. Turn site requisitions into coded purchase orders ready for approval

   Your team checks and decides at this step.

2. Chase suppliers for delivery confirmations and warn site about late deliveries

3. Capture delivery notes from photos and match them to purchase orders

4. Read supplier invoices and code each line to the right job and cost code

5. Match supplier invoices to the order and delivery note before payment

6. Check supplier invoice prices against quotes and agreed rates

7. Find duplicate and suspicious supplier invoices before they are paid

8. Send each purchase invoice to the right budget holder and chase approval

   Your team checks and decides at this step.

9. Check every supplier bank detail change before it reaches a payment run

10. Prepare the weekly payment run with every hold and reason applied

    Your team checks and decides at this step.

What you end up with: Orders are raised and coded properly, deliveries are confirmed and captured, and invoices are matched, checked and approved before anything is paid.

Who signs it off: Budget holders approve orders and invoices, and your finance director approves the payment run.