Collect the supporting context
Configure vendor, amount, business reason, files, and requested date for your own process.
Clear evidence. A visible decision.
Make the request ready for review.
Bring the vendor, amount, reason, supporting documents, and reviewer into a structured purchasing or finance request.
Missing evidence and scattered approvals slow down even straightforward requests. Give reviewers a consistent place to start.
Keep the decision with the request
Ask the appropriate person for approval and retain the outcome with the conversation and next steps.
Prepare the follow-through
Use permitted knowledge and, in enabled workspaces, Copilot to help draft a response or branded document for human review.
AI does not approve spending, execute payments, or replace financial controls. Configure reviewers and access to match your policy.
Make it fit the way you work.
Configure the vocabulary, request types, fields, and review steps for your team.
A better way to start