Purchases & Expenses
Spend with a paper trail
Requisitions, purchase orders, vendor bills, expense claims and reimbursements — the complete outbound money story with approvals where they matter.
The point of it all
“Spend with a paper trail” — not as a slogan, but as the way the purchases & expenses workflow is actually built.
Everything purchases & expenses should do
Built deep, not bolted on — each capability shares the same records, permissions and automation engine as the rest of the platform.
Purchase requisitions
Internal requests with approval before money is committed.
Purchase orders
Vendor-facing POs tracked from issue to receipt.
Vendor bills
Bills matched to orders and receipts before payment.
Expense claims
Employee expenses with receipts, categories and policies.
Reimbursements
Approved claims settle through a clear, recorded flow.
Vendor management
Vendor records with documents, terms and history in one place.
Commit, receive, pay — in that order
The requisition-to-bill chain enforces sequence: spend is approved before ordering, received before billing, matched before paying.
- Approval gates on requisitions
- PO-to-receipt tracking
- Bill matching against orders
- Exception flags on mismatch
Expenses people actually file
Simple claim entry with receipt attachments and category policies keeps compliance high without making the process punishing.
- Receipt uploads on claims
- Category and limit policies
- Approver routing by amount
- Status visibility for employees
Vendor truth in one place
Terms, tax identifiers, documents and the full transaction history live on the vendor — with sensitive fields protected by classification rules.
- Complete vendor 360
- Protected-field masking on sensitive data
- Bill and payment history
- Document storage per vendor
Works as one
Purchases & Expenses shares one Customer 360° with the rest of EazyCXM
No connectors, no sync jobs, no two systems arguing about the truth — Sales & Finance modules read and write the same customer data, under the same permissions, audited the same way.
The motion, end to end
Request
A requisition seeks approval before commitment.
Order
Approved requests become vendor purchase orders.
Receive & bill
Goods receipt and vendor bills match against the order.
Pay
Matched bills settle with the trail intact.
Purchases & Expenses, answered
Yes — routing rules send requisitions and claims to different approvers based on value and category.
Fields like tax identifiers can be classified as sensitive, masking them by role and restricting exports automatically.
Goods receipts post stock movements into the inventory ledger per warehouse.
Claim status is visible end-to-end, from submission through approval to reimbursement.
Routing rules send requisitions and expense claims to different approvers based on value and category.
Goods receipts post stock movements into the inventory ledger per warehouse.
Claim status is visible end to end, from submission through approval to reimbursement.
More from Sales & Finance
See Purchases & Expenses in action
Spend with a paper trail — watch it work on a flow shaped like yours.