What your team captures
Vendor, bill number, due date, amount and supporting document.
crewTendMONEY & PURCHASING
Bills & accounts payable
Record vendor bills and review their purchase-order match.
Workspace availableUse your company records in CrewTend. The interactive example below uses sample data.
A PRACTICAL EXAMPLE
A supplier bill awaiting review.
Click each step to see the information your team brings in, the review they make and the record they keep.
crewTendInteractive product preview · sample data
Connected work record
Prepare the record
A supplier bill awaiting review
- Vendor
- bill number
- due date
- amount and supporting document
Connected work record
Review the work
Review the expense and any approval needed before payment
- Keep the customer, property or job attached
- Review the inputs and supporting evidence
- Confirm the responsible person and next action
Ready for your review
Keep the result
A payable record with supporting evidence
- Preserve the original record and supporting documents
- Keep office and field context together
- Open the related workflow when more work is needed
What your team does
Review the expense and any approval needed before payment.
What stays connected
A payable record with supporting evidence.
Know what to expect.
Where does this fit in the workday?
Start with a supplier bill awaiting review. Review the expense and any approval needed before payment. The result is a payable record with supporting evidence.
What needs to be configured?
Set up the company, user roles and relevant customer or job records. Review the workflow with sample data before your first live use. External delivery, AI and payment actions use your company’s configured services.
Product readiness Ask about setupCan the whole team use the same record?
Office and field workflows share related company records within the access granted to each user. Keep sensitive internal notes separate from customer-facing documents and explicitly shared attachments.
Security & accessTHE NEXT STEP STAYS CONNECTED