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Everything you need to get up and running fast

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Getting Started

Onboarding, account setup, first PO

Purchase Orders

Creating, approving, and tracking POs

Supplier Management

Adding suppliers, scorecards, onboarding

Contracts

Contract creation, e-signature, renewal alerts

Approvals & Workflows

Setting approval rules, delegation, notifications

Integrations & API

API keys, webhooks, EDI, ERP connectors

Featured articles

Getting Started

  • How to create your first Purchase Order in under 5 minutes
  • Inviting your team and setting roles
  • Importing your existing supplier list (CSV guide)
  • Setting up approval workflows for your team
  • Connecting your email for notifications

Purchase Orders

  • PO lifecycle: Draft to Received explained
  • 3-way matching: automatically matching POs, receipts, and invoices
  • Setting spend limits by department and user
  • How to split a PO across multiple cost centers
  • Bulk approving multiple POs at once

Popular articles

How to export spend data to ExcelSetting up automated PO approval rulesAdding a new supplier with risk screeningHow to sign a contract with e-signatureConnecting Slack for approval notifications

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