Free template
Get the PO process cheat sheet - or let Foxpedite run the process for you, free for 14 days
Foxpedite runs all four steps on its own: request, purchase order, approval and invoice match, so you see every purchase at the request, not on the bank statement. Prefer to start by hand? The free cheat sheet and memo explain the process and help you pitch it.
Every Advanced feature, no credit card.
What Foxpedite does automatically
- Requests reserve budget the moment they're drafted
- POs numbered automatically and emailed to the vendor; approvers say yes from the email
- Invoices pay only when PO + receipt + invoice match, synced to QuickBooks Online
The free template (the manual version)
A one-page cheat sheet of the purchase process growing companies end up rebuilding, plus a fill-in memo for making the case to your owner or CEO.
- The four steps (Request → PO → Approved → Invoice matched) on one page, with what each document proves
- A 6-question test: do you actually need purchase orders yet?
- An editable Word memo for your boss: your own numbers, sourced industry stats, starter thresholds and a 2-week trial plan
Download the cheat sheet
The memo lands best with two of your own numbers in it: invoices that arrived last quarter with no approval behind them, and how often budget overruns showed up at month-end.
Free, no strings. Made by the Foxpedite Editorial Team, the people behind Foxpedite, purchasing software for companies still running purchasing on spreadsheets, email and QuickBooks. Example data in the files is illustrative.
While you're here
If your boss says yes and you'd rather not build it in a spreadsheet first, see the same four steps running in Foxpedite.