PURCHASING & ACCOUNTING
Purchase Tracker
Purchases, vendor accounts and monthly credit card expenses.
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Purchases
| Purchase / vendor | Department | Current stage | Next action | Amount | Age |
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No purchases to show
Start with New purchase: enter the quote, vendor and amount, then record milestone dates as the purchase progresses. If you have records already, adjust your filters.
Vendors
Manage vendor accounts and paperwork in one place, with or without a purchase.
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Vendors
Select a vendor to view details and documents.| Vendor / contact | County account | W-9 | ACH form | Linked purchases |
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No vendors to show
Add a vendor to track an account before making a purchase, or adjust your filters.
Monthly Card Expenses
Track recurring card charges. Use Autopay when no monthly payment entry is needed.
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Monthly expenses
Totals reflect the selected month and filters.| Expense / vendor | Department / card | Due | Expected | Month status | Payment |
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No monthly expenses to show
Add a monthly expense such as a subscription or service bill, choose another month, or adjust your filters.
Autopay requires no monthly payment entry. Its expected amount appears in the Autopay total; confirmed charges appear in Paid. Recorded monthly statuses take precedence.