Overview
What needs a decision today, and what is committed.
Active vendors383 in onboarding
Open purchase orders61$1.24M committed
Invoices to review94 past approval SLA
Payables this week$284,910run closes Friday
Payables outlook
12 weeksCommitted spend by week. The Friday run is the only one you can still change.
Spend by category
Year to dateNeeds a decision
3 openAldercroft ComponentsInvoice INV-8830 · $32,400 · 3-way matched
Cavell MetalsCOI expires in 6 days · blocks the next PO
Harrowgate FreightPO-24816 unacknowledged for 4 days
Recent activity
LivePrior IndustriesSubmitted invoice INV-8841 · 2 hours agoNew
Aldercroft ComponentsAcknowledged PO-24817 · todayAck
Kestrel PackagingUploaded W-9 · yesterdayVerified
Cavell MetalsPayment run scheduled · 3 hours agoFinance
Ferrers ToolingStarted onboarding · yesterdayNew
Vendor onboarding
Ferrers ToolingIdentity and ownership checkIn review
Cavell MetalsContract sent, awaiting signatureContract
Selby ChemicalsDocuments outstandingDocs pending
Kestrel PackagingCleared to supplyApproved
Two started this month. Nothing can be ordered until the blocking documents are in.
Documents expiring
Certificate of insuranceCavell Metals · expires 24 Aug8 days
Tax formKestrel Packaging · expires 30 Aug14 days
ISO 9001Aldercroft Components · expires 06 Sep21 days
Liability insuranceSelby Chemicals · lapsed 12 AugOverdue
Next 30 days. An expired blocking document stops the next order to that vendor.
Recent purchase orders
| PO | Vendor | Value | Delivery | Status |
|---|---|---|---|---|
| PO-24817 | Aldercroft Components | $48,200 | 21 Aug | Awaiting ack |
| PO-24816 | Harrowgate Freight | $18,400 | 19 Aug | Acknowledged |
| PO-24803 | Aldercroft Components | $32,400 | 18 Aug | In production |
| PO-24795 | Ferrers Tooling | $9,000 | 29 Aug | Draft |
| PO-24788 | Cavell Metals | $61,700 | 15 Aug | Delivered |
Awaiting acknowledgement is the earliest warning that a date will slip.
Welcome back, Aldercroft
Your orders, your invoices and what is still outstanding.
You are two steps from fully onboarded.
Four of six items are complete. The two outstanding ones are what hold up your next purchase order.
Open purchase orders3$89,600 committed to you
Next payment$32,40022 August by bank transfer
Paid year to date$412,880up 8.2% on last year
Onboarding4 of 62 documents outstanding
Your onboarding
2 outstandingCompany profileCompleted 12 JuneDone
Banking detailsVerified 14 JuneDone
Tax formOn file, verifiedDone
Certificate of insuranceExpires 24 AugustExpiring
ISO 9001 certificationNot uploadedMissing
Master service agreementSigned 3 July, v3.2Done
Your open orders
PO-24817Precision brackets, batch B · 14 items · due 21 AugAcknowledged
PO-24803Aluminium extrusions · 9 items · due 18 AugIn production
PO-24795Fixings, assorted · 6 items · due 29 AugAwaiting your ack
Your invoices
INV-8830Against PO-24803 · pay date 22 AugScheduled
INV-8821Against PO-24760 · paid 8 AugPaid
INV-8818Against PO-24817 · submitted 14 AugIn review
One is still in review. Match status appears as soon as it is known.
Recent activity
Payment scheduledFor 22 August · $32,400Finance
PO-24817 issued to youPrecision brackets, batch BNew
INV-8830 approvedCleared for the Friday runApproved
Your buyer
Ava KleinProcurement lead · Northgate
One named person, not a shared inbox. The thread stays attached to the order.
Compliance at a glance
Certificate of insuranceExpires 24 August8 days
Tax formOn file · verifiedVerified
Master service agreementv3.2 · signedSigned
ISO 9001Not uploadedMissing
Vendors
Everyone you buy from, and whether they are cleared to supply.
StatusAllActiveOnboardingUnder reviewPaused
All vendors
38 active| Vendor | Category | Location | YTD spend | Risk | Compliance | Status |
|---|---|---|---|---|---|---|
| Aldercroft Components | Components | Northgate | $412,880 | Low | Complete | Active |
| Cavell Metals | Raw materials | Cavell | $298,410 | Low | COI expiring | Active |
| Harrowgate Freight | Freight and 3PL | Harrowgate | $184,200 | Medium | Complete | Active |
| Kestrel Packaging | Print and packaging | Selby | $96,300 | Low | Complete | Active |
| Ferrers Tooling | Components | Northgate | $41,900 | Medium | 2 documents missing | Onboarding |
| Prior Industries | Components | Selby | $28,400 | Low | Complete | Active |
| Rothwell Castings | Raw materials | Cavell | $12,900 | Medium | Contract pending | Onboarding |
| Selby Chemicals | Raw materials | Selby | $0 | High | Insurance lapsed | Paused |
Risk is your rating, not ours. It drives which documents block a purchase order.
Purchase orders
Raised, acknowledged, in production and late.
Open61across 38 vendors
Unacknowledged4oldest is 4 days
In production31on schedule
Late3delivery date passed
ShowAllOpenAwaiting acknowledgementIn productionDeliveredLate
Purchase orders
4 unacknowledged| PO | Vendor | Items | Value | Created | Delivery | Status |
|---|---|---|---|---|---|---|
| PO-24817 | Aldercroft Components | 14 | $48,200 | 12 Aug | 21 Aug | Acknowledged |
| PO-24816 | Harrowgate Freight | 3 | $18,400 | 12 Aug | 19 Aug | Unacknowledged |
| PO-24803 | Aldercroft Components | 9 | $32,400 | 04 Aug | 18 Aug | In production |
| PO-24788 | Cavell Metals | 22 | $61,700 | 28 Jul | 15 Aug | Delivered |
| PO-24771 | Kestrel Packaging | 6 | $9,800 | 21 Jul | 09 Aug | Late |
Unacknowledged means the vendor has not confirmed they can meet the date. It is the earliest warning you get.
Invoices
What is awaiting approval, scheduled, paid or disputed.
Awaiting approval$284,9109 invoices
Scheduled to pay$412,220run closes Friday
Paid this month$1.12Mup 6.2% on July
Disputed2$14,600 held
StatusAllAwaitingApprovedScheduledPaidDisputed
| Invoice | PO | Vendor | Match | Amount | Due | Status | Actions |
|---|---|---|---|---|---|---|---|
| INV-8841 | PO-24817 | Prior Industries | 3-way | $21,400 | 05 Sep | Awaiting | |
| INV-8830 | PO-24803 | Aldercroft Components | 3-way | $32,400 | 22 Aug | Scheduled | |
| INV-8827 | PO-24788 | Cavell Metals | 2-way | $61,700 | 20 Aug | Awaiting | |
| INV-8821 | PO-24771 | Kestrel Packaging | Mismatch | $9,800 | 08 Aug | Disputed | |
| INV-8804 | PO-24760 | Harrowgate Freight | 3-way | $18,400 | 01 Aug | Paid |
Documents
Vendor paperwork, and what is blocking an order.
Blocking a purchase order
3 blockingCavell Metals, certificate of insuranceExpires in 6 days
Selby Chemicals, liability insuranceLapsed 12 days ago
Ferrers Tooling, W-9 and quality certificationNever supplied
A missing blocking document stops the next PO issuing. That is deliberate.
Contracts and agreements
3 documentsMSA, Aldercroft Componentsv3.2 · signed 3 JulyActive
MSA, Harrowgate Freightv2.0 · expired 18 AugOverdue
NDA, Cavell MetalsSigned 12 FebruaryActive
Compliance
4 documentsCOI, Aldercroft ComponentsExpires 24 August8 days
ISO 9001, Cavell MetalsExpires 06 September21 days
SOC 2, Kestrel PackagingExpires 12 DecemberValid
ISO 9001, Aldercroft ComponentsUpload pendingMissing
Tax and banking
3 documentsTax form, Aldercroft ComponentsOn file · verifiedVerified
Tax form, Kestrel PackagingExpires 30 August14 days
Banking form, Ferrers ToolingVerified 4 AugustVerified
Product and brand
2 documentsBrand guidelines, KestrelUpdated 22 JuneActive
Spec sheets, Cavell Metals22 filesLibrary
On file by vendor
Aldercroft ComponentsMSA v3.2, COI, W-9, ISO 9001Complete
Harrowgate FreightMSA v2.0, COI, W-9Complete
Kestrel PackagingMSA v1.4, COI, W-9Complete
Payments
The run, the methods and what settled.
Next run$412,220Friday 22 August
Invoices in the run14across 9 vendors
Held back2$14,600 disputed
Paid year to date$8.4Mup 11% on last year
Methods on file
ACHDomestic, 2-day settlementPrimary
WireInternational vendors onlyActive
Virtual cardNot configuredOff
This run
1 heldAldercroft ComponentsINV-8830 · $32,400 · ACHReady
Cavell MetalsINV-8827 · $61,700 · ACHHeld
Harrowgate FreightINV-8804 · $18,400 · ACHReady
The next run
Friday 22 AugustFourteen invoices across nine vendors, by bank transfer and wire. Nothing leaves until you release it.
Payment runs
| Run | Date | Vendors | Invoices | Total | Method | Status |
|---|---|---|---|---|---|---|
| RUN-0822 | 22 Aug 2026 | 9 | 14 | $412,220 | Bank transfer | Scheduled |
| RUN-0815 | 15 Aug 2026 | 8 | 11 | $286,400 | Bank transfer | Paid |
| RUN-0808 | 08 Aug 2026 | 7 | 9 | $194,700 | Transfer and wire | Paid |
| RUN-0801 | 01 Aug 2026 | 11 | 24 | $421,880 | Bank transfer | Paid |
We record what was scheduled and what settled. The money moves through your own banking, not through us.
Messages
Conversations with your vendors, attached to the record.
Conversations
3 unreadAldercroft ComponentsSpec is final, updated drawing is on the PO.2 new
Cavell MetalsCOI renewal is with our broker.1 new
Harrowgate FreightConfirmed for the 19th.
Kestrel PackagingProof approved, thanks.
Aldercroft Components · Sara Vance
3 participantsIs the bracket spec on PO-24817 final?Sara · 11:02
Final. The updated drawing is attached to the PO.You · 11:20
Received. We will acknowledge in the portal within the hour.Sara · 11:34
Every message is attached to the vendor record and, where relevant, to a purchase order. A decision agreed by email that nobody can find later is the thing this replaces.
Settings
Thresholds, blocking documents, integrations and reminders.
Approval thresholds
Under $5,000Buyer approvesActive
$5,000 to $50,000Procurement lead approvesActive
Over $50,000Finance director countersignsActive
Blocking documents
Certificate of insuranceBlocks a new PO when expiredBlocking
Tax formBlocks the first paymentBlocking
Quality certificationWarns onlyWarning
Integrations
ERPPurchase orders and receiptsConnected
AccountingInvoices and payment statusConnected
BankingPayment file exportNot connected
Reminders
PO unacknowledgedAfter 2 days, then dailyOn
Document expiring30 days beforeOn
Invoice awaiting approvalAfter 3 daysOn
Team and roles
Ava KleinProcurement lead · approves to $50,000Admin
Claire DuboisFinance director · countersigns above $50,000Admin
Marcus AdeyemiBuyer · approves to $5,000Buyer
Ingrid HalvorsenCompliance · document reviewRead only
Notifications
EmailDaily digest at 08:00On
In-appAlways on, cannot be disabledRequired
ChatNot connectedOff
Approval thresholds and blocking rules are yours to set. Ours are a starting point and we will not pretend they are a recommendation.
Your purchase orders
What has been ordered from you and what you have confirmed.
StatusAllAwaiting acknowledgementIn productionDelivered
Your purchase orders
1 to acknowledge| PO | Description | Items | Value | Created | Delivery | Status | Action |
|---|---|---|---|---|---|---|---|
| PO-24817 | Precision brackets, batch B | 14 | $48,200 | 12 Aug | 21 Aug | Acknowledged | |
| PO-24803 | Aluminium extrusions, series 6 | 9 | $32,400 | 04 Aug | 18 Aug | In production | |
| PO-24795 | Fixings, assorted | 6 | $9,000 | 01 Aug | 29 Aug | Awaiting your ack | |
| PO-24760 | Precision brackets, batch A | 14 | $47,800 | 18 Jul | 02 Aug | Delivered |
Acknowledging a PO is you confirming the date is achievable. If it is not, say so here rather than on the delivery date.
Your invoices
Submitted, matched, scheduled and paid.
Reference the purchase order and we can three-way match it the same day.
Your invoices
| Invoice | PO | Amount | Submitted | Due | Match | Status | What happens next |
|---|---|---|---|---|---|---|---|
| INV-8830 | PO-24803 | $32,400 | 08 Aug | 22 Aug | 3-way | Scheduled | Pays 22 August |
| INV-8821 | PO-24760 | $18,600 | 25 Jul | 08 Aug | 3-way | Paid | Paid 8 August |
| INV-8818 | PO-24817 | $48,200 | 14 Aug | 05 Sep | 2-way | In review | Awaiting goods receipt |
| INV-8809 | PO-24742 | $14,200 | 11 Jul | 25 Jul | 3-way | Paid | Paid 25 July |
Match status is visible to you as soon as it is known. A rejected invoice tells you which line disagreed rather than just failing.
Your documents
What is on file and what is about to lapse.
Two are outstanding and both block your next order.
Contracts
1 documentMaster service agreementv3.2 · signed 3 JulySigned
Compliance
2 documentsCertificate of insuranceExpires 24 AugustExpiring
ISO 9001 certificationNot uploadedMissing
Tax and banking
2 documentsTax formOn file · verified 14 JuneVerified
Bank detailsNorthlake ending 4821 · verifiedVerified
An expiring certificate is flagged 30 days out. Once it lapses, the buyer cannot raise a new order to you until it is replaced, which is their rule, not ours.
Your payments
What is coming, what arrived and how quickly.
Next payment$32,40022 August
Paid year to date$412,880up 8.2%
Average days to pay21against 30-day terms
Disputed0nothing held
Where it is going
Bank transferNorthlake ending 4821Primary
Contact for remittanceaccounts@aldercroft.exampleVerified
Upcoming
$32,400Against INV-8830 · 22 AugustScheduled
Payment history
| Payment | Date | Method | Invoice | Amount | Status |
|---|---|---|---|---|---|
| PAY-4412 | 22 Aug 2026 | Bank transfer | INV-8830 | $32,400 | Scheduled |
| PAY-4388 | 08 Aug 2026 | Bank transfer | INV-8821 | $18,600 | Paid |
| PAY-4351 | 25 Jul 2026 | Bank transfer | INV-8809 | $14,200 | Paid |
Average days to pay is shown because you should be able to hold your customer to their own terms.
Messages
Talk to your buyer, attached to the order.
Conversations
Procurement deskFinal. The updated drawing is attached to the PO.1 new
Accounts payableINV-8830 is in the 22 August run.
Procurement desk · your buyer
Is the bracket spec on PO-24817 final?You · 11:02
Final. The updated drawing is attached to the PO.Procurement · 11:20
You are talking to a named buyer, and the thread is attached to the order. Neither side has to go looking through an inbox six months later.
Company profile
Your details, your banking and your compliance state.
Company
Aldercroft ComponentsComponents supplierActive
CategoryComponents
LocationNorthgate
Primary contactSara Vance
Banking
Bank transferNorthlake ending 4821Verified
Payment terms30 days from invoice date
CurrencyUSD
Compliance at a glance
Master service agreementv3.2 · signedValid
Certificate of insuranceExpires 24 AugustExpiring
Tax formVerifiedValid
ISO 9001Not uploadedMissing
What you keep current here is what decides whether the next order can be raised to you.
Onboard a vendor
Who they are, what they must prove, and who owns them.
The vendor
What must be on file
Registration and tax detailsVerified against the registerAlways
Bank detailsConfirmed by callback, not by emailAlways
InsuranceWith expiry datesOver $10,000
A contractOr a written reason there is noneOver $100,000
Bank details are confirmed by telephoning a number found independently, never one in the email that asked for the change. That single rule is the whole defence against invoice fraud.
Duplicate check
Two existing vendors share a bank account with each other. That is sometimes a group company and sometimes not, and it is checked here rather than found during an audit.
A vendor with unverified bank details can be created and cannot be paid.
Bank detail change
Who asked, how it was checked, and who approved it.
HeldRequested by emailBCH-0142 · Marchetti Supplies · requested 4 September · $284,000 annual spend
An email from an address one character different from the one on file, asking for a new account before the next payment run. Held automatically because the request arrived by email.
Spend at risk$29,400next payment run
Requested byEmailnever sufficient
CallbackNot doneto an independent number
Sender address1 character offfrom the one on file
Verification
Held| Check | Required | Result | By | Status |
|---|---|---|---|---|
| Request in writing | Yes | Email received | Vendor | Insufficient alone |
| Sender matches file | Yes | One character different | Automatic | Failed |
| Callback to a known number | Yes | Not attempted | - | Outstanding |
| Second approver | Yes | Not reached | - | Outstanding |
| Old account retained 30 days | Yes | Would be | Automatic | Ready |
Five checks, two failed or not done. The second row is the one that matters and it is the one a person reading the email quickly would not notice.
The number to call is the one already on the vendor record from onboarding, never one in the request. Every version of this fraud works by supplying the number you are meant to verify with.
Vendor performance
Who delivers, who invoices correctly, who costs more.
Active vendors412$18.4m annual spend
Delivering on time88%weighted by spend
Invoices matching81%to order and receipt
Spend with no contract$2.4m13% of the total
By spend
$2.4m uncontracted| Vendor | Spend | On time | Invoice match | Contract | True cost |
|---|---|---|---|---|---|
| Nordline Supplies | $1.84m | 97% | 96% | Yes | As quoted |
| Marchetti Supplies | $284,000 | 91% | 62% | None | +6% in queries |
| Ostervall Trade | $1.24m | 84% | 78% | Yes | +3% |
| Calderon Parts | $684,000 | 71% | 54% | None | +11% |
| Ferreira Group | $412,000 | 94% | 91% | Yes | As quoted |
Invoice match rate is the cheapest quality measure there is. A vendor whose invoices need querying half the time costs about eleven per cent more than their quote.
Two vendors taking nearly a million dollars a year have no contract and the worst invoice accuracy in the table. Those two facts usually travel together and neither appears on a price comparison.
Reports: activity
Volume and throughput, by owner and by category.
Active vendors412$18.4m annual spend
Opened this month188against 162 closed
Median age9 daystarget is 5 days
Owned by nobody41oldest is 6 months
Volume over time
12 weeksSpend per month in thousands. The shape is stable; what moves is how much of it goes to vendors nobody has a contract with.
By category
This quarterBy buyer
This quarter| Buyer | Open | Closed | Median days | Overdue |
|---|---|---|---|---|
| Kian Boyle | 118 | $6.2m | 96 | 4 |
| Katarzyna Nowak | 104 | $5.4m | 91 | 9 |
| Piet Janssen | 96 | $4.4m | 88 | 14 |
| Anneke Bakker | 53 | $2.1m | 81 | 18 |
| Unassigned | 41 | $0.3m | - | 41 |
Vendors owned, spend, percentage under contract, and vendors with no contract. Forty-one vendors have no buyer and none of them has a contract either.
Reports: performance
Against target, with the gap named.
Against target81%of invoices match order and receipt
Best buyerNordline Supplies96% match, under contract
WorstCalderon Parts54% match, no contract
Trend-3 ptson last quarter
Against target by category
100 is the targetInvoice accuracy tracks whether a contract exists almost exactly. A contract is mostly a document that says what a correct invoice looks like.
What moved
Rule-derivedInvoice match down 3 pointsGrowth in spend with uncontracted vendorsDown
A bank change request heldSender address one character off the fileUp
$2.4m of spend with no contractAcross two vendors and 41 unowned recordsWatch
Threshold rules over the figures above, not a model. Each line names the number it came from so you can disagree with it.
Reports: exceptions
What breached, what is late and what nobody owns.
Breached41vendors with no owner
At risk2400inside 48 hours
Unassigned41no owner at all
Reopened18closed then raised again
Exceptions
41 open| Vendor | Problem | Spend | Risk | Fix |
|---|---|---|---|---|
| Marchetti Supplies | Bank change requested by email | $284,000 | Payment fraud | Callback |
| Calderon Parts | No contract, 54% invoice match | $684,000 | +11% true cost | Contract |
| Marchetti Supplies | No contract, spot purchasing | $284,000 | No agreed price | Contract |
| 2 vendors | Share a bank account | $188,000 | Possibly one entity | Verify |
| 41 vendors | No owner, no contract | $312,000 | Nobody reviews them | Assign |
One fraud attempt and four control gaps. The fraud was caught by a rule; the gaps persist because nothing forces a review of a vendor nobody owns.
Bank details are verified by telephoning a number from the vendor record, never one in the request. Every version of this fraud works by supplying the number you are meant to check with.
People
Who has an account, and what they own.
People
96 accounts| Name | Role | Category | Last active | Status |
|---|---|---|---|---|
| Miriam Cortes | Administrator | Procurement | 7 minutes ago | Active |
| Nils Wagner | Procurement manager | Procurement | 21 minutes ago | Active |
| Kian Boyle | Buyer | Goods | 1 hour ago | Active |
| Katarzyna Nowak | Buyer | Services | 2 hours ago | Active |
| Piet Janssen | Accounts payable | Finance | 40 minutes ago | Active |
| Fabiola Marchetti | Vendor | Marchetti Supplies | 2 days ago | Active |
Deactivating somebody prompts you to reassign what they own rather than doing it silently, because an unowned record is how a register rots.
Roles
What each role is scoped to and what it may approve.
Roles
5 roles| Role | Type | People | Scope | Can approve to | Status |
|---|---|---|---|---|---|
| Administrator | Built in | 1 | Everything | No limit | Active |
| Procurement manager | Built in | 2 | All vendors | Approves bank changes | Active |
| Buyer | Built in | 9 | Own vendors | Creates and contracts | Active |
| Accounts payable | Built in | 11 | Invoices and payments | Pays verified vendors | Active |
| Vendor | Custom | 73 | Own record and invoices | Requests changes | Active |
A role carries a scope and an approval ceiling. Both are enforced on the server; hiding a button is not access control.
Recent changes
Bank changes require a callback and two approversMiriam Cortes · 6 SeptemberLogged
Vendors given self-service invoice statusMiriam Cortes · 12 AprilLogged
Role changes sit in the same audit log as record changes, because both change what somebody can do.
Why custom roles exist
- A vendor can update everything about themselves except their bank account
- A bank change needs a callback to a number already on file and two approvers
- Accounts payable can pay a verified vendor and cannot verify one
- Nobody can approve a bank change they requested or recorded
Permissions
Every capability against every role, as enforced.
What each role can do
10 capabilities| Capability | Administrator | Procurement manager | Buyer | Accounts payable | Vendor |
|---|---|---|---|---|---|
| Create a vendor | Yes | Yes | Yes | No | No |
| Edit vendor contact details | Yes | Yes | Own | No | Own |
| Request a bank change | Yes | Yes | Yes | No | Yes |
| Record the callback | Yes | Yes | Yes | Yes | No |
| Approve a bank change | No | Yes | No | No | No |
| Approve one you recorded | No | No | No | No | No |
| Raise a purchase order | Yes | Yes | Yes | No | No |
| Pay an invoice | No | Yes | No | Yes | No |
| Pay an unverified vendor | No | No | No | No | No |
| Read the audit log | Yes | Yes | Own | Yes | Own |
Enforced per query rather than by hiding controls. A scoped "yes" means the row exists but is limited, which is why some actions need a second person.
Nobody approves a bank change they requested or recorded the callback for, and no unverified vendor can be paid by anybody. Those two rows are what stops the commonest fraud against a finance team.
Notifications
What the system sends, to whom, and when.
What is sent
Bank change requestedTo the buyer and procurement manager, heldOn
Request sender differs from the fileTo procurement, flagged as suspiciousOn
Two vendors share a bank accountTo procurement, at creationOn
Spend over $100,000 with no contractTo the buyer, quarterlyOn
Insurance certificate expires in 30 daysTo the buyer and the vendorOn
Every message names the record it is about, so a reply lands somewhere.
Quiet hours
No routine notifications20:00 to 07:00, local to the personOn
Urgent overridesA bank change on a vendor in the next payment runOn
Weekly digestMonday 08:00On
A notification that waits until morning is one that did not work, so the override is explicit rather than a setting nobody finds.
Notification rules are yours to set. What is here is a starting point drawn from how the queue actually behaves.
Integrations
Connected systems and their sync history.
Connected
4 connectedAccountingInvoices, payments and spendConnected
Company registerVerifying registration and directorsConnected
BankingPayment runs and returned paymentsConnected
Contract storeWhat was agreed, and its expiryConnected
Sanctions screeningChecking a vendor against listsNot connected
What breaks without them
- Without the company register a vendor is whatever the person creating it typed
- Without the contract store the price a vendor should charge is nowhere
- Without sanctions screening the check is somebody searching by hand, quarterly
- Payments still run; the checks around them become manual and get skipped
Sync history
Last 24 hours| When | Source | Records | Result |
|---|---|---|---|
| Nightly | Accounting | $18.4m | Posted |
| On creation | Company register | 412 vendors | Current |
| Weekly | Banking | $1.42m paid | 2 returned |
| 06:00 today | Contract store | 284 contracts | 41 vendors have none |
A sync that half-succeeded is listed as such rather than as a failure, because the records that did land still changed something.
Import and export
Bulk load and extract, with per-row validation.
Import
Validated before anything is written. A file with one bad row imports the rest and tells you which line failed and why.
Export
RangeEverythingThis yearFiltered view
Recent imports and exports
Last 30 days| When | What | Rows | Result | By |
|---|---|---|---|---|
| 1 Sep 06:00 | Import | 412 | Complete | Miriam Cortes |
| 1 Sep 18:00 | Export | 18,400 | Complete | Nils Wagner |
| 11 Aug 09:00 | Import | 96 | 92 loaded, 4 held as duplicates | Kian Boyle |
Every import is kept with its source file, so a bad load can be traced rather than argued about.