Control what you buy – from quote to order, delivery, invoice and payment
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This workbook runs your whole purchasing process. Keep a register of approved suppliers with their terms, insurance and accreditations; compare quotes fairly using a weighted score and the total cost of ownership; raise and log purchase orders with approval levels set by value; record what is delivered and what suppliers invoice; and let the 3-way match tell you which invoices are safe to pay. Budgets, spend analysis, late deliveries and a printable purchase order are all built in, and the dashboard pulls it together on one page.
See how it works
The sheets you will use most, in the order you will use them – shown with the sample data every workbook comes with.
Step 1
Budget, committed, spent and remaining for every cost code. What you do: enter cost codes and annual budgets.
Step 2
The PO log. What you do: one row per order; update status and approval.
Step 3
Every delivery or service confirmed. What you do: one row per delivery.
Step 4
Every supplier invoice with its 3-way match result and payment status. What you do: one row per invoice; enter the date paid.
Who it is for
Quick start
Your file is only released once payment has cleared.
You are taken to our secure checkout.
Checkout takes a minute and you get a receipt by email.
Your download link arrives as soon as payment clears.
We can adapt any prebuilt solution or build something bespoke, with a lifetime bug-free guarantee.
Part of AML Finance Group
Our sister firm, AML Accountancy Solutions, is an award-winning accountancy practice helping businesses and individuals across the UK with their accounts, tax, bookkeeping and payroll.
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