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How does the "My Purchases" widget work?

What is this widget for?

The "My Purchases" widget provides a comprehensive and personalized overview of your purchases according to your role within the company. This cross-functional tool allows you to efficiently track the progress of your purchases, manage approvals, and communicate directly with your suppliers from a centralized interface.

Access the widget

This widget is available in the list of widgets under the "Finance" category.

Advanced filtering options

Filtering by status

You can filter your purchases by different statuses to suit your specific needs:

• Not validated: to view purchases awaiting your approval
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• Received not paid: particularly useful for obtaining information about a freelance contacting you regarding payment for their services
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• Payment OK: to view supplier invoices validated and ready to be paid by the finance department
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• Accepted not received: to identify purchases for which you have not yet received the invoice
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• Paid: to view invoices paid to suppliers
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This segmentation by status allows you to precisely track the lifecycle of your purchases, from order to final settlement, and quickly identify actions to be taken based on the processing stage.

Filtering by role

The widget adapts to your position within the organization:

• Purchases you authored: your own orders and purchases
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• Purchases where you are project or business owner: purchases related to the projects under your responsibility
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Annotation and tag management

Viewing sticky notes

Comments and notes left on each purchase are directly visible within the widget, allowing you to quickly identify purchases requiring special attention.

Tag assignment

You can manage tag assignments directly from the widget. This feature is particularly useful for project managers who need to approve specific purchases, with tags then being used by the finance department to filter and process supplier payments.

Management of partial invoices

The widget clearly indicates if a partial payment has been recorded on a purchase. You can also directly upload a supplementary invoice when the supplier sends it via email, thereby simplifying the staggered billing management process.

Communication with suppliers

An integrated communication feature allows you to send emails directly to suppliers from the widget. You can use this function to send a purchase order or discuss billing arrangements.

Optimal usage tip

Use combined filters to create customized views according to your daily needs. For example, filter on "not paid" + "project owner" to effectively track payments for services related to your ongoing projects.

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