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Purchase Orders

Control every dollar before it's spent.

Unapproved purchases and untracked vendor costs erode margins quietly. Aimsio enforces approval workflows and ties every PO back to the job it belongs to.

Aimsio purchase order management showing PO creation and approval workflow

Before & After

What changes when you manage POs in Aimsio

Before

Without structured purchase order management

  • Purchases made without authorization - field supervisors order materials or engage subcontractors without formal POs, creating liability and preventing cost control.
  • Vendor invoices can't be matched to POs - no PO to match against means it's impossible to confirm what was approved, received, and what should be paid.
  • PO costs aren't tracked against job budgets - committed costs in open POs aren't visible, so budget overruns are discovered too late.
  • Procurement status is invisible to PMs - project managers can't see what's been ordered, received, or paid without calling accounts payable.
After

With Aimsio Purchase Orders

  • Every purchase approved before it reaches a vendor - No more after-the-fact surprises when invoices arrive for unapproved spending.
  • Discrepancies caught automatically - Three-way matching flags mismatches between POs, receipts, and invoices before you pay.
  • Procurement costs included in real-time job tracking - Committed spend appears in job costing the moment a PO is approved.
  • Full visibility into what's been ordered, received, and paid - Per-job procurement history in one place, no digging through emails.

Core Capabilities

Every dollar of procurement authorized and tracked

From requisition to receipt to payment - full control over field procurement spend.

PO Creation

Create purchase orders for materials, subcontractors, and equipment rentals directly within Aimsio. Link every PO to a job so costs are tracked from the start.

Approval Workflow

Route POs through a configurable approval chain before they reach vendors. No unauthorized spend leaves the organization without sign-off.

Three-Way Match

Match vendor invoices against the original PO and goods receipt. Discrepancies are flagged automatically. only verified invoices proceed to payment.

Committed Cost Visibility

Open POs represent committed costs before invoices arrive. Aimsio includes these in job cost tracking so cost-to-complete is always accurate.

Job-Level PO Tracking

Every PO is linked to a job. See all open, approved, received, and invoiced POs in one view. full procurement visibility without chasing accounts payable.

Vendor Management

Track PO history per vendor across all jobs. Monitor spend patterns, payment status, and outstanding commitments from a single dashboard.

How It Works

From requisition to receipt in three steps

Learn more in our Help Center →

1

Create and submit a purchase order

Build a PO for materials, subcontractor work, or equipment rentals. Link it to a job, add line items with quantities and rates, and submit it for approval through the configured workflow.

  • Linked to a specific job from creation
  • Configurable approval chain
  • Committed cost tracked immediately
Creating a purchase order in Aimsio with line items and job assignment
2

Review, approve, and issue to vendor

Approvers review the PO details, verify the job assignment and budget impact, then approve or reject. Once approved, the PO is issued to the vendor with a complete audit trail.

  • Multi-level approval workflow
  • Full audit trail on every action
  • Budget impact visible before approval
Aimsio purchase order approval workflow showing review and sign-off
3

Match invoices and close the loop

When vendor invoices arrive, Aimsio matches them against the original PO and receipt records. Discrepancies are flagged, matched invoices proceed to payment, and costs roll into job reporting.

  • Three-way match: PO, receipt, invoice
  • Discrepancies flagged automatically
  • Costs roll into job costing reports
Aimsio three-way match process matching PO to receipt and vendor invoice

See It In Action

Purchase Orders in the platform

Watch how Aimsio purchase orders work in a real field operations environment.

youtube.com / Aimsio Platform Walkthrough
Aimsio Platform walkthrough video
With Aimsio, I can generate purchase orders seamlessly, ensuring that all expenses remain organized, transparent, and easy to track across our offices. Since I have started using Aimsio, I have processed over $1.7 million in purchase orders.
Alex H. Medellin Pro-Surve Technical Services

Integrations

Works with the tools you already use

Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.

QuickBooks OnlineQuickBooks Online
Sage IntacctSage Intacct
ADPADP
Explorer EclipseExplorer Eclipse
Sage 300Sage 300
NetSuiteNetSuite
MS NavMS Nav
MS Business CentralMS Business Central
Viewpoint VistaViewpoint Vista
AcumaticaAcumatica
FAQ

Frequently asked questions

A purchase order in Aimsio is a formal authorization to procure materials, subcontractor services, or equipment for a specific job. It captures line items, quantities, rates, and vendor details. POs flow through an approval workflow before being issued, and their costs are tracked against job budgets from the moment they're created.

When a vendor invoice arrives, Aimsio compares it against the original purchase order and the goods receipt record. The system checks that what was ordered matches what was received and what is being billed. Any discrepancies in quantities, rates, or line items are flagged for review before payment proceeds.

Yes. Aimsio supports configurable approval chains for purchase orders. You can define who needs to approve POs based on your organization's requirements, ensuring the right people sign off before any spend is committed to a vendor.

Open POs represent committed costs - money your organization has agreed to spend even if the vendor invoice hasn't arrived yet. Aimsio includes these committed PO costs in your job cost tracking, so the cost-to-complete figure reflects the full financial picture, not just what's already been invoiced.

Aimsio purchase orders can be created for materials, subcontractor services, and equipment rentals. Each PO is linked to a specific job and can include multiple line items with quantities, unit rates, and descriptions. This covers the full range of procurement needs for field operations projects.

Aimsio integrates with QuickBooks, Sage Intacct, Sage 300, NetSuite, MS Business Central, and other accounting and ERP systems. PO-related costs and invoice data can flow into your accounting system without manual re-entry, keeping procurement records consistent across platforms.

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