Supply Chain

Pay Paul

Financial management

Match invoices with purchase orders. Keep track of cashflow, budget and actuals. Connect to ERP or banking software. Extended approval workflow based on volumes, amounts, departments or locations.

Key features

End-to-end control of purchasing process

Approved invoices

Increased control of budget

Similar real-world cases

Key features of this template

Comprehensive tool for creating purchase orders

Configure suppliers, departments and employees

User management with extensive rights and roles for detailed task management

Request, approve or decline purchase orders

Provide accounts payable with a tool to match invoices with purchase orders

Prepare a list of invoices to be paid by Finance

Enhance it with AI

Combat reimbursement abuses with AI that instantly detects and stops stolen credit card usage.
Uncover fraudulent transactions with AI that analyzes and validates the authenticity of receipts.

More information about combining Triggre templates with AI >>

Suggested AI:

Connect with ...

DocParser

Office 365

Gmail

... and any other external service thanks to Triggre's native Web APIs functionality!

Tips for customizing your template

Connect with your financial administration to generate a financial booking automatically

Add automatic and manual approvals based on thresholds

Add functionality to automatically regenerate purchase orders for new fiscals

How do I use this template?

Go to the dashboard of your Triggre Designer. There's a slider where all templates are shown. Go to the template you want to use by clicking the arrows left or right and click Load template. It will be loaded into your Designer instantly.

For more information about using templates, please take a look at our Knowledge Base articles about this topic.

How do I use this template?

First, download the template using the button below. Create a free Triggre account. Then, go to the Triggre Designer and click on "Versions". Click on the "Add" green button and then "Upload new version". Select the template file, and it will be loaded into your Designer instantly.

Download template

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