Finance
Buying
Committed before the work starts
- Purchase requisitionA clean request — items, quantities and unit prices — for whoever approves it.
- Purchase orderWhat was ordered, at what price, with a spending cap — on one page.
- Purchase order logOrders placed, what they were for, and what has actually turned up.
- Vendor onboarding checklistYour own steps for taking on a supplier, with an owner and a status.
- W-9 request logWho you asked for a W-9, when, and whether it arrived.
- 1099 vendor registerThe vendors you are considering, with a status you mark.
- Utility account registerEvery utility account at a property, on one page.
- Credit reference request logWho you asked, when, and whether anything came back.
- Supplier price list registerWhat each supplier quoted you, when, and how long it stands.
What buying covers in Finance
Committed before the work starts. That is the job Buying does inside CompliMaint Finance, and it holds 9 tools for it — registers to keep, documents to produce, money to handle and programs to plan. Each opens at its own address, free, with no account and nothing to install. The app around them is for estimates, invoices, recurring billing and real books underneath.
The questions this section answers
- Ask for something to be bought — Purchase Requisition Form
- Fix the price before the work — Purchase Order Generator
- Know what is on order — Purchase Order Log
- Set a new supplier up properly — New Vendor Onboarding Checklist
- See who has not sent one back — W-9 Request & Follow-Up Log
- Give your accountant the list — 1099 Vendor Working Register
- Find the account number fast — Utility Account Register
- Chase a reference that never came — Credit Reference Request Log
- Remember what your supplier quoted — Supplier Price List Register
5 registers to keep: held now so the question can be answered later. 2 documents to produce: something to send, sign or file. 1 money to handle: billed, collected, or costed. 1 program to plan: decided ahead of what will be done, and when.
Connected CompliMaint apps
- CompliMaint Facilities — Know what is required, do it on the day, keep the record that proves it. 4 tools in buying are work Facilities does too, at the same address.
- CompliMaint Services — Customers, the schedule, estimates and invoices — the whole of a service business. 4 tools in buying are work Services does too, at the same address.
- CompliMaint Construction — Field reporting, RFIs, submittals, materials and the money that moves with them. 2 tools in buying are work Construction does too, at the same address.
- CompliMaint Work & Projects — Today, tasks, projects and a portfolio — with the meetings, decisions and records behind them. 1 tool in buying is work Work does too, at the same address.
- CompliMaint Property — The records a tenancy produces, each carrying the statute that governs it. 1 tool in buying is work Property does too, at the same address.
Where to go next
- Billing a customer — Price it, bill it, and chase what was quoted — 5 tools
- Bills — What arrived, checked against what was ordered — 10 tools
- Budgets — What it will need, and what was approved — 8 tools
- Claims — What somebody spent and is owed back — 1 tool
- Money owed to you — Aged, chased, agreed and reviewed — 6 tools
- Work out the number — A figure you can show somebody, from numbers you entered — 6 tools
- Reconciling — The statement against the ledger, and the bank against both — 2 tools
- Get paid — Estimates, invoices, payments, and who still owes you
- Spend — Expenses, bills you have not paid, and who you buy from
- Bills to approve — Supplier invoices waiting to be checked, coded and approved
- Spend control — Purchases and POs, approvals, vendor invoices checked, and what is paid
- Recurring billing — Set up repeating invoices once, and raise each one in a click
- Banking — Your accounts, imported transactions, and reconciling to a statement
- Reports — Profit, balance sheet, cash flow and aging — from your books
- Books — The categories behind your reports, and the accounting settings
- Finance settings — Payment terms, your price book, sales tax and invoice reminders
- Documents — Everything you have filed, ready to reopen or print