Store requisitions
Mine store requisitions, posted straight to QuickBooks
Staff request stock items, an approver approves them, and the storekeeper issues them. Each issue posts to QuickBooks Online Advanced automatically — by class and location.
How it works
Request, approve, issue, post
1
Request
Pick a cost centre, add the purpose and the items you need.
2
Approve
An approver approves, reduces or rejects within their limit.
3
Issue
The storekeeper issues in full or in part, against live stock.
4
Post to QuickBooks
A zero-priced invoice reduces stock and charges consumables at FIFO cost.
Roles
Everyone sees what they need
RequesterRaise requests, withdraw them, confirm receipt
ApproverApprove, reduce (with a reason) or reject, within a value limit
StorekeeperIssue in full or in part, cancel balances, record returns
FinanceWatch QBO postings, retry failures, run reports, sync with QBO
AuditorRead everything, including the audit log
AdminUsers, roles, limits, QBO connection, cost centre and store mapping
Controls
Enforced every time
- You can't approve your own request, or issue one you requested or approved.
- Approvals above the approver's limit are refused.
- Nobody can issue more than was approved, or more than is in stock.
- Reducing or rejecting a request needs a reason.
- Issues can't be dated on or before QuickBooks' closing date.
- Every action goes into an audit log nobody can edit or delete.
- Each posting carries a unique ID, so a retry never posts twice.
- If QuickBooks is unreachable, the issue is saved and retried automatically.
Reports
CSV-ready reports
Consumption by cost centre, item or equipmentMonth-end reconciliation against QuickBooksStock below reorder pointOpen requisitionsReceipt differencesShort issuesApprovals log
Built for QBO Advanced, global edition
Works where QuickBooks' inventory adjustment API doesn't (e.g. Rwanda). Returns post as zero-priced credit memos, and internal issues never reach your VAT return or EBM.