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Procurement covers invoices and supply inventory tracking.
Procurement is now its own sidebar item under Financial. Its tabs were previously inside Finance.

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Who can use it

Organization Admins and Finance Managers.

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Tabs

Invoice records with amounts, dates, and payment status tracking.Columns: Invoice # · Status · Date · AmountInvoice statuses run DRAFT, PENDING, PAID, OVERDUE, CANCELLED, and VOID.
Medical and office supply inventory with SKUs, quantities, and reorder points.Columns: Category · SKU · Qty · Reorder · Unit Cost · Expires
Medical supplies with an Expires date should not be issued past it. Review expiring stock on a schedule rather than discovering it at the point of care.

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Managing stock

1

Filter on Qty below Reorder

This is your reorder list.
2

Check expiring stock

Filter on Expires within your review window.
3

Raise the purchase

Record the resulting invoice on the Invoices tab.
4

Update quantities when stock arrives

Inventory only helps if quantities reflect reality.

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Tracking invoices

1

Record the invoice

Number, date, and amount.
2

Track it to payment

Move the status forward as it progresses.
3

Record the payment against the vendor

Vendor payments live in Vendors.

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Troubleshooting

Vendors

Vendor directory, payments, and W-9s.

Assets

Equipment inventory and maintenance logs.