Pending items
Pending requisitions
2
Open purchase orders
3
Deliveries expected
2
Invoices in match
2
Quotes to review
0
Flagged to Joey
2
Recent activity
Requisitions
Purchase orders
Invoices
No activity yet - submit a request with ＋ Request to get started
Cash-flow pipeline
Every dollar visible before the invoice lands.
Approvals
0 requisition(s) waiting for you
Create order request
Internal requisition - no vendor commitment until converted to PO
Order details
Item & pricing
Requisitions
Steps 1–2 of the P2P cycle · request & approval
All
Pending
Approved
Converted to PO
| PR # | Requester | Item / material | Vendor | Est. total | Need-by | Type | Status |
|---|
Quotations (RFQ)
Steps 3–4 · RFQ emailed to the vendor on approval · quotes compared, best one (L1) becomes the PO
| RFQ # | PR # | Item | Vendors invited | Sent | Est. total | Status |
|---|
Purchase orders
Step 5 · accepted quotes become firm commitments - Stage 2 of cash visibility
$29,130Open commitment
3Open POs
2Fully received
—L1 pricing captured
| PO # | PR # | Vendor | Item / material | PO value | Terms | Expected | GRN | Invoice | Status |
|---|
Receive (GRN)
Step 6 · goods receipt confirms quantity, inspection confirms quality
| GRN # | PO # | Vendor | Received | Qty recv / ordered | Qty match | Inspection | Accrual | Status |
|---|
Invoices & three-way match
Step 7 · PO = GRN = Invoice. Nothing is cleared for payment without all three.
| Invoice # | Vendor | Invoice amt | PO value | Due | Three-way match | Result |
|---|
Payments
Step 8 · matched invoices scheduled by due date - flagged to Joey in crawl phase
$0Cleared & scheduled
$0Held - exceptions
—Next due date
0Payments recorded (Joey)
| Due | Vendor | Invoice | Amount | Terms | Match | Payment status |
|---|
Vendors
Vendor master linked live to the Google Sheet · 0 vendors · open sheet ↗
Vendor master
Loading…↻ SyncAll
On QB list
Partly / mixed
Off-bill
| Vendor | Category | QB status | How booked | Materials / products | Activity | P2P ready |
|---|---|---|---|---|---|---|
| Loading vendor list from Google Sheets… | ||||||
Spend insights
Direct vs. indirect spend, by category and vendor
$0Total pipeline value (all stages)
—Direct materials share
$0Est. monthly off-bill spend
$0L1 savings captured
Monthly spend by type
Direct vs. indirectNo spend history yet - the chart builds as requisitions flow through the system
Top categories by spend
No data yet
On-book vs. off-bill
No data yet
Goal: shift off-bill spend to near zero by onboarding the 29 off-bill suppliers through the PR→PO flow.