Purchases & Budgets

Track purchase orders, manage budgets with validity periods, allocate costs to cost centers, and monitor spending.

Purchase orders

1. Navigate to Vendors → Purchases.
2. Click Add Purchase.
3. Link to a supplier and optionally a contract.
4. Set purchase date, amount, and payment method.
5. Assign to a budget and cost center.
6. Upload supporting documents (invoices, receipts).

Budget management

Budgets have defined validity periods and track spending:

1. Navigate to Finance → Budgets.
2. Click Add Budget.
3. Set the budget name, amount, start and end dates.
4. Purchases are validated against the budget's validity period — a purchase outside the valid dates triggers a warning.
5. The budget detail page shows allocated vs. remaining funds.

Cost centers

Cost centers represent departments or organizational units for financial allocation:

• Assets, purchases, and subscriptions can be assigned to cost centers.
• Reports show spending per cost center.

Payment methods

Track how purchases are paid:

• Credit cards, wire transfers, purchase orders.
• Link payment methods to suppliers or cost centers.
• Cost history (CostHistory) tracks price changes over time.