Purchase request approvals

Route purchasing requests through clear budget and policy checks.

Replaces: the purchase request form, the budget spreadsheet and approval threads in Slack

Kiteline · Purchase request approvals

Purchase request approvalsKiteline

Ruth AdeyemiCFORA

Pending: 9; Waiting on an approver
This month: $84k; $53.0k pending, $31.0k approved in November
Over budget: 1; Trade show booth, Marketing events

Requester	Cost center	Approver	Status
Leo Martins	IT 6100	Ruth Adeyemi	Over limit
Jae Park	Design 4200	Maya Alvarez	Pending
Carla Nguyen	Marketing 3300	Ben Ito	Over budget
Sam Okoro	Engineering 6200	Priya Natarajan	Re-approval needed
Nora Feld	G&A 1000	Ruth Adeyemi	Pending
Tess Morgan	Operations 1100	Ahmed Rahimi	Approved
Leo Martins	IT 6100	Ahmed Rahimi	Ordered
Sam Okoro	Engineering 6200	Priya Natarajan	Rejected

Showing 8 of 23 requests this month

Ran today at 9:00 AM

Checked 9 pending requests against policy v4 and budgets in Google Sheets

12 laptops · $18,400

Needs CFO approval · MacBook Air for December engineering hires

Over limit

Approval, drafted for review

12 laptops for engineering · $18,400.00 · revision 1 What: 12 MacBook Air 15-inch (24 GB) from Apple Business at $1,499.00 each, plus $412.00 sales tax, for the engineers starting in December. Checks: - Over the $15,000 department limit, so it needs CFO approval - Requester Leo Martins owns the IT budget and can't approve it himself - IT hardware has $23,600 left this quarter, $5,200 after this request - Apple Business quote attached, valid until Nov 28 Approving records your decision on revision 1. Leo places the order; the app doesn't buy anything.

Vendor: Apple Business, quote valid until Nov 28
Line items: 12 × MacBook Air 15-inch, 24 GB at $1,499.00 ($17,988.00), sales tax $412.00
Policy check: Policy v4: over $15,000 needs CFO approval. Leo owns the IT budget, so he can't approve his own request
Budget: IT hardware this quarter: $23,600 left, $5,200 after this request
Revision: Revision 1, submitted Nov 13

History

9:00 AMRouted to Ruth Adeyemi: over the $15,000 department limit
Nov 13Leo Martins submitted revision 1

Runs on its own

Routes requests and chases approvers

It checks each request against your policy and budgets, routes it to the right approvers, reminds them after 3 days and clears approvals when an amount or vendor changes.

Waits for you

Every purchase decision

Every approve or reject is a person's call, and nobody approves their own request. Approval never places an order or moves money.

Works with

Google Sheets
QuickBooks
Xero Accounting
Brex
Ramp

What it keeps track of

Request: Requestervendorline itemsamountcurrencycost centerrevision
Budget: Cost centerperiodamountcommitted
Policy check: Policy versionruleresult
Approval step: Approverdecisionrevision approveddate
Order: Card or POordered datereceived

Make it yours

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