The steps
- A purchase request, linked to a project if it is for one
- Approval routed by amount and budget
- A purchase order sent to the supplier
- Goods or services received against the order
- The supplier invoice, submitted through the vendor portal
- Invoice matched to the order and receipt
- Payment scheduled and recorded
- Costs on the project and in the accounts
Where it usually breaks
Spending that nobody sees until the invoice arrives. Requests are made by email, orders are raised after the fact, and supplier invoices are chased through inboxes. Project managers find subcontractor costs on their budget weeks later.
How Perspectiv connects it
Every purchase starts as a request with an owner and, where it applies, a project. Approvals follow your rules, orders go to suppliers, and suppliers keep their own details up to date and submit invoices through the vendor portal. Matched invoices flow to payables, and the cost lands on the project straight away.
The modules it uses
Labels show what opens first in the private beta (Q2 2027), what is being built now, and what is on the roadmap.
- PurchasingPlanned
Requisitions, purchase orders, receiving, vendor invoices and a vendor portal.
- Supplier managementPlanned
Supplier records, onboarding, qualification, compliance, subcontractors and performance.
- Accounts payablePlanned
Vendor liabilities, payment processing and controls, vendor aging and AP reconciliation.
- General ledger & accountingPlanned
Chart of accounts, journals, multi-entity accounting, intercompany, revenue recognition and period close.
- Project managementComing soon
Projects, programs and portfolios, with budgets, change orders, WIP, profitability and forecasts.
- Portals and sites (framework)Planned
One portal framework: clients, suppliers, employees and guests each get their own front door.
Questions
Can suppliers submit invoices themselves?
Yes, through the vendor portal, where they also keep their own details up to date.
Do purchases need approval?
Yes. Approvals follow rules you set, for example by amount or by budget.
When can we use this?
The private beta opens in Q2 2027 with Knowledge hub and CRM, with the framework underneath. The other modules in this process join as they are ready, and each one plugs into the same record.