Overview
The Purchase Request Report provides a comprehensive view of all submitted purchase requests. It captures who made the request, what it's for, which department it belongs to, and the total cost — giving finance and procurement teams complete visibility over organisational spend.
This report helps ensure that all purchasing activity follows internal approval workflows and is traceable against jobs, departments, and suppliers.
Key Fields in the Report
Purchase Order # – Unique reference ID for the request.
Status – Indicates whether the request is Approved, Pending, or Rejected.
Created Date – Date the request was submitted.
Created By / Requested By – Who submitted and who needs the item or service.
Department – The department responsible for the request.
Bill To – The entity the cost is charged to (e.g., company or division).
Job # – Links the request to a specific job (if applicable).
Description – Details of the goods or services requested.
Supplier – The vendor the request is intended for.
Tax / Total (inc) – Financial details including applicable tax and total amount.
How to Use This Report
Track Outstanding or Approved Requests
Use the Status field to monitor pending or completed requests.
Audit Department Spending
Filter by Department or Requested By to assess purchasing activity.
Review for Budget Control
Use the Total (inc) field to check high-value or frequently repeated requests.
Validate Job Purchases
Match purchases against job numbers to ensure accurate job cost tracking.
Best For
Procurement teams validating supplier activity
Finance teams reconciling budgets vs spend
Managers reviewing department-level purchases
Auditors checking purchasing compliance