Purchase Order System: Reporting & IntegrationsFeature In Depth
Trusted by a range of clients and businesses
Reporting Suite
Gain clearer visibility of purchasing activity with reports covering key areas across the procurement process. Depending on your requirements, reporting can cover:
- Purchase orders and expenditure
- Approval activity
- Budgets and commitments
- Supplier information
- Outstanding orders and receipts
Users can apply relevant filters, review the information they need and export resultsfor further analysis or sharing. Depending on your selected package, reporting can include:
- Ready-to-use standard reports
- Configurable reporting options
- Fully tailored reports built around your organisation’s requirements
This helps you turn purchasing data into useful insight, improve visibility and make information easier to share across the business.
Custom Searches & Filters
Find the information you need faster with flexible searches and filters across your purchasing records. Users can search across areas such as purchase orders, invoices, suppliers, budgets, and more. Results can then be narrowed down using criteria including:
- Status
- Date
- Value
- Company or department
- Project
- Supplier
This makes it easier to focus on the records that matter without searching through large volumes of information. This helps you:
- Find specific records quickly
- Review relevant activity more easily
- Reduce time spent searching
- Improve day-to-day visibility across purchasing data
CSV, Excel & PDF Exports
Take purchasing information beyond the system by exporting data and reports in the format that best suits your needs. Users can export information as CSV, Excel, PDF, and more. Filtered results can be downloaded for:
- Further analysis
- Record keeping
- Sharing with colleagues
- Producing fixed reports for review
Whether you need to work with data in a spreadsheet or create a document that can be easily shared, export options give you greater flexibility over how purchasing information is used. This helps you:
- Analyse purchasing data outside the system
- Share information more easily
- Maintain clear and accessible records
- Choose the right format for each task
Accounts Software Data Exports
Reduce duplicate finance administration by exporting approved purchasing and invoice data in a format ready for your accounts software. Exports can include key information such as:
- Supplier details
- Invoice values
- Tax amounts
- Nominal codes
- Cost centres
- Project references
This allows relevant purchasing data to be transferred into your accounting system without having to re-enter the same information manually. This helps you:
- Reduce duplicate data entry
- Speed up finance processing
- Improve consistency and accuracy
- Improve consistency between systems
- Lower the risk of manual transfer errors
- Create a more efficient handover from purchasing to accounts
Automated API Integrations
Connect your purchase order system with other business applications using automated API integrations. Information can be exchanged between systems, including:
- Suppliers
- Users
- Budgets
- Purchase orders
- Invoices
- Approval statuses
Automating the flow of data between applications reduces the need for manual imports and duplicate data entry, helping information remain accurate and consistent across your software environment. This helps you:
- Connect procurement and finance systems
- Reduce manual administration
- Keep data consistent across applications
- Streamline end-to-end processes
- Create a more connected finance and procurement operation
Get your personalised Purchase Order Software quote or book a free system consultation
Please contact me to set up an initial discussion of our requirements / book a free online demonstration