Procurement
Spend, open POs, and match exceptions for a period.
Where to find it: Left menu → Procurement → Procurement Reports
Step 1
Left menu → Procurement → Procurement Reports. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Run the report. Work exceptions from the list, not from a downloaded copy that goes stale.
Step 3
Open PO value should match the PO list. Match exceptions should match the dashboard queue.
Yes. Procurement Reports is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Roles with procurement read. Tight commercials stay permissioned.
