Truly connect Procurement -> purchase -> invoice - order verification -> bill pay

Improve the path from an end user requesting to buy to the payout.
Issues:

  1. Procurement is powerful, but it’s not always clear the stage that it’s in or if it’s going to bill pay/cc
  • Clarify the stages (request, approved, received, invoice)
  • Clarify the pay type (cc, invoice)
    • if it’s cc, then it’s on the person paying for it and as a result the request needs to be there.
    • if it’s bill pay, then it’s important the procurement ID is on there
  1. Make it clear for the person paying the bills
  • has the goods or services been received
  • reject options if there is no associated procurement
  • dates of expected invoice so they can manage expectations
  1. Improve the path of procurement to bill pay for invoices.
  • procurement could be a quote to start and then invoice for bill pay. In either case, it needs to be routed at the appropriate time to bill pay.
  • Provide a means for the requester to sign off on the goods/services that have been received and are ready to be paid either as a full received or partial

Hey Ben, thanks for the feedback.

Our Product team is interested in meeting with you to shadow this experience end-to-end. I’ll follow up via email to make the introduction!

Charlotte