Workflows
Procurement that runs the way your company already works.
Workflows shows how documents move through Pleaxy, from request to purchase order, receipt, invoice and payment, with the settings that act at each stage. Keep the stages your company uses, switch off the rest, and set who approves what at each one.
How it works
Only the stages you use
An administrator switches purchase requests and receipts on or off, decides whether invoices need a purchase order, and chooses whether approved invoices are paid through Pleaxy or in your ERP. A stage that's off is off everywhere: your assistant and the API get the same answer.
No PO, still checked
Stop requiring purchase orders for everyone, or only for the suppliers you list. An invoice without one is compared with that supplier's last 3 approved invoices: within ±10% it goes to your invoice approval flow, otherwise it's held for review.
Try it before it's real
Run a document through the simulator with an amount, a supplier and a cost center, and watch who approves it at each stage. Nothing is created.
Your suppliers see their side
Suppliers on Pleaxy have their own Workflows, from your questionnaire to getting paid, with their settings at each stage and your steps underneath. Each supplier sees how you work with them, and nothing about your other suppliers.
See it in action
Play the conversation to see the agent handle it.
Paying for work nobody confirmed
- Buyers
- Suppliers
- The problem
- Consultants, agencies and contractors bill against the PO, and the PO can't tell 80 hours worked from 20. An invoice that fits under the order gets approved, whether or not the work was done.
- How Pleaxy helps
- Suppliers send a service entry sheet for the work, and the person who ordered it approves it in a click - or Pleaxy approves small ones for you. An invoice for more than was confirmed waits, and goes to approval by itself as soon as the work is.
Pleaxy Assistant
Procurement · Buyer
Assistant: Hi! Here's how I handle this one.
See where Pleaxy fits
Tell us how your team buys and pays today. We're in Vancouver and Seattle, and happy to walk you through it.
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