Finance & AP

Control purchasing before money is spent

Streamline purchase requests, automate PO approvals, and enforce purchasing policies across all departments before commitments are made.

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Key Advantages

Why businesses choose Paylocity for Guided Procurement

Prevent rogue spending with pre-approved purchase requests and budget limits

Custom multi-tiered approval workflows based on dollar thresholds and categories

Automated 2-way and 3-way matching with vendor invoices and receiving receipts

Real-time visibility into committed department spend versus remaining budget

Core Features

Built with modern automation and mobile-first design to empower your entire organization.

Intuitive catalog purchase requests that guide employees to preferred vendor contracts.

Route POs automatically by dollar threshold, department code, and executive authority.

Verify that purchase orders, receiving receipts, and vendor invoices match to the penny.

Give budget owners live visibility into committed POs before monthly financial closes.

18% Average Reduction in Indirect Spend

“Guided Procurement eliminated surprise invoices. We know about every dollar before it is spent.”

Warren Hastings

VP of Finance, Metro Health

Request a Demo of Guided Procurement

See how our guided procurement capabilities connect with the rest of your organization.

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Solutions of Interest

HR & Talent Payroll & Tax Finance & AP IT & Security

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