Purchasing
Full procurement lifecycle with rule-based approval tiers: under $5K auto-approves at department level, $5K-$25K requires finance review, $25K-$100K needs finance director, and $100K+ goes to council. Requisitions auto-create GL encumbrances on approval (and release on cancellation). Solicitations support RFP, RFQ, and IFB formats with sealed bidding — bid amounts are encrypted until the bids-opened stage. Bid tabulation scores technical and price components. Awarded contracts enforce not-to-exceed (NTE) spending limits, rejecting any spend that would exceed the contract ceiling.
Key Capabilities
- Rule-based approval tiers: dept ($5K) → finance ($25K) → director ($100K) → council
- Automatic GL encumbrance creation on requisition approval
- Sealed bidding with encrypted bid data until bids-opened stage
- Bid tabulation with technical and price scoring
- Not-to-exceed (NTE) contract enforcement on every spending record
- Solicitation formats: RFP, RFQ, and IFB with vendor responses
Related Modules in Finance & Accounting
General Ledger
GASB fund accounting, 4-step year-end close wizard, and inter-fund transfers
Accounts Payable
Vendor invoices with duplicate detection, batch payments, and 1099s
Accounts Receivable
Unified receivables from 12 source modules with automated dunning
Budgeting
Scenarios, department requests, revenue forecasting, and council adoption
Cashiering
Unified POS counter accepting payments from 17 source modules
See Purchasing in action
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