See purchasing and budgets in the same picture
Plan budget periods, amounts, approvers, and hierarchy visibility, then inspect current balance, itemized usage, and exports.
Key Features
Purchase & Cash Requests
Create purchase and cash requests whose current lifecycle amounts join warehouse requests, Move & Assign, and transport as supported budget-usage sources.
Hierarchical Budgets
Give every budget its own active from/to period and amount. The root uses account currency; a child inherits its parent's period and currency, but plans its own amount.
Access-aware budget hierarchy
Navigate permitted parent and child budgets while financial balances and usage stay limited to authorized viewers. Descendant current usage rolls up to the selected hierarchy.
Inherited, additive approvers
Parent approvers remain inherited, and eligible users can be added for a child budget without replacing the inherited approvers.
Current balance and itemized usage
Compare the selected budget amount with cumulative descendant Pending, Committed, and Actual usage in the balance chart, then inspect the paginated itemized current-source table.
Connected usage sources
Current usage can come from purchase requests, cash requests, warehouse requests, Move & Assign movements, and transport requests. A Move & Assign movement with a selected budget contributes Actual when its completed movement value is positive; a zero value keeps the budget attribution visible as a source without contributing usage. Choosing no budget creates neither attribution nor usage.
Configurable CSV and Excel exports
Choose Pending, Committed, and Actual stages plus the columns to include, then export the configured view as CSV or Excel.
Vendor Management
Maintain a vendor database with contact information, tax numbers, and status tracking.
Printable Templates
Create custom printable purchase order templates using Handlebars syntax with live preview.
Key Benefits
- Access-aware parent and child budget visibility
- Inherited parent approvers plus eligible added users
- Current Pending, Committed, and Actual balance and itemized usage
- Configurable stage-and-column CSV and client-created Excel exports
Who Is It For?
The Purchasing module is for school finance teams, budget owners, procurement staff, and department leads. Safe hierarchy navigation is broader than financial visibility, so balances and usage remain access-aware.
