REQUISITION & PROCUREMENT
Empower your entire team with an innovative procurement, requisitioning, and purchasing solution that’s easy for employees, effective for management and powerful for accounting!
Control cost, gain real-time visibility into the entire spend workflow, ensure the best purchasing value, and implement any corporate policy, approval rule, and routing rule anywhere in the workflow.
WorkPlace includes robust AP automation and innovative AI, Machine Learning, and smart OCR invoice capture
Let’s show you WorkPlace in action and what we can specifically help you achieve!
| Mobile Requisition, Shopping, and Approvals
Experience easy Mobile App Catalog Shopping and Approvals where you can browse and shop your WorkPlace Catalogs, save items to the shopping cart to process or submit as a requisition directly from the mobile app anywhere, anytime! You can view, enter and approve transactions across multiple WorkPlace companies from a single interface.
| Modern User Interface
Intuitive, attractive, and easy to navigate interface allows your company to onboard users more quickly and build higher user adoption rates. WorkPlace’s intuitive UI allows any user, regardless of their skill level, to go through the procurement or expense cycle with confidence and ease.
| PunchOut Capabilities 
Speed order processing and lower procurement costs by integrating real-time with suppliers’ online catalogs.
| Guided Buying Catalogs
Enhance user shopping experience and control costs, using your own catalog, pictures, extended descriptions, and company selected items.
| Dynamic Rule Engine & Approval Workflow
Implement any corporate approval rule you can imagine during the entire process, even at creation!
| Ad Hoc Approvals
Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving process forward across the entire organization.
| Powerful Reporting Metrics
Gain instant insight from a powerful 360° view of all your KPI’s and metrics in one single dashboard, empowering you and your team to manage, evaluate, improve, and optimize any area of the business. You have the freedom to define your own metrics, customize the view, select from over 15 standard charts, create unlimited personalized charts, and even export the data for use in other applications or to slice and dice any way you like.
| Enterprise Purchase Order Management
Automatically track, manage, organize, and instantly route approved requests for PO creation. Control transactions, keep purchasing commitments up to date and streamline the procurement process company-wide.
| Powerful Receiving Capabilities
Recognize receipt of goods and services quickly and easily from any location with Multiple receiving options to compliment user needs.
| OCR Smart Invoice Capture
Go beyond paperless invoice processing and into advancing your process and going from point A to Z accurately in seconds. WorkPlace’s powerful OCR technology incorporates rich machine learning, capable of recognizing invoices and capturing the data down to the line-level. Eliminate inefficiencies, reduce the time users spend on keying and correcting data, and focus on high-value projects.
| Centralized OCR Invoice Matching
Save time and ensure accuracy with OCR invoice match! Capture correct receipt data and billing of items ordered with a true centralized AP Invoice Processing across your entire organization!
| Robust Check Request Features
Manage non-purchase order invoices from vendors in seconds. Link paper invoices with your digital data via robust document management capabilities.
| Extensive Project & Job Cost Capabilities
Track purchases against projects with budget checking throughout the entire purchasing process.
| Advanced Budgeting Engine
Establish and enforce any corporate budget throughout the entire requisition and procurement process.
| Questionnaire Capabilities
Enhance communications, streamline entry, and prompt users to provide key information for specific charges, as a requirement or as an option.
| Flexible GL Distributions
Distribute requisition line items into hundreds of GL accounts in seconds.
| Flexible Vendor Approval
Control vendor creation within the ERP by keeping vendor approvals with A/P while providing requisition & procurement users an easy way to request a new vendor.
| Powerful Vendor Contract Management
Enforce vendor-negotiated terms and provide blanket purchase order capabilities.
| Effective Request for Quote 
Obtain the best deal and turn around time. Submit and manage request for quotes to multiple vendors. Compare quotes based on delivery date and price. Manually or automatically award purchase orders in seconds.
| Intuitive Vendor Invoice Portal
Empower vendors and suppliers with a self-service portal for purchase order/non-purchase order invoice entry. Increase communications and collaboration with your Vendor and Supplier Network and eliminate data entry for your Payables team and reduce internal cost.
| Payment Processing Capabilities
Process Vendor and Employee payments
securely, quickly, and directly from within the WorkPlace
Spend Management solution, forming a robust,
centralized P2P (Procure-to-Pay) platform.
| Inventory & Materials Management
Gain full visibility and control costs with a tightly integrated inventory-to-requisition system. Order, Fulfill, or Transfer stock held at any inventory location with confidence and ease.
| Powerful Tax Engine
Assign taxes by line level, incorporate enterprise-wide tax amount visibility, and adjust recoverable taxes within the system in no time.
| Multi-Company & Inter-Company 
Consolidate purchasing across the entire organization, eliminate duplicate purchases, and take advantage of your buying power with volume discounts. You can view, enter and approve transactions across multiple WorkPlace companies from a single interface.
| Multi-Currency & Multi-Language
Eliminate language and currency barrier and provide system access to your global teams.
| Comprehensive Status Monitoring
Solves the common problem of delays encountered in paper-based, Excel, e-mail requisition and approval process.
Empower users throughout the enterprise!
| Sophisticated Audit Capabilities
Experience Full Visibility of what was changed, who made the change, and when it was made.
