Close the loop with receipts, expenses and payments
Connect what was purchased with what was received, invoiced and paid. Find open balances or discrepancies without rebuilding history across systems.
What you'll learn
How close the loop with receipts, expenses and payments works inside Perfour.
What information you need and how it stays connected to Purchase Orders.
How to preserve traceability and find the record later.
How to complete purchase reconciliation
- 01
Understand the objective
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements. This guide focuses on close the loop with receipts, expenses and payments.
- 02
Prepare purchase reconciliation
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
- 03
Complete the workflow in Perfour
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. Reconciliation exposes partial deliveries, invoices and open balances.
- 04
Review relationships and traceability
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts. Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.
Frequently asked questions
What is purchase reconciliation and what is it for?+
A purchase order formalizes what is being purchased, from whom, for how much and under which terms. In Perfour it preserves the link between supplier, budget lines, deliveries and financial movements.
What information do I need to close the loop with receipts, expenses and payments?+
Select the supplier and budget lines, then enter description, quantities, prices, terms and delivery date. Review the total and attach the required commercial support.
How is this process completed in Perfour?+
Prepare the order as a draft, submit it, approve or reject it, and track execution until completion or cancellation. Statuses separate an editable request from an authorized commitment. Reconciliation exposes partial deliveries, invoices and open balances.
Which other modules does it connect with?+
The order connects with the budget, supplier, expenses, payment receipts, deliveries and inventory. These relationships reconcile ordered, received, invoiced and paid amounts.
What should I check before considering it complete?+
Before approval, confirm budget availability, supplier, taxes, quantities, date and terms. The exported document should come from the same approved record.