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Finance SOP document for Tallyfy
Keep purchasing on budget with clear rules
Without clear purchasing guidelines, teams overspend or wait forever for approvals. This SOP defines spending limits by role, preferred vendors, and exactly how to submit requests for fast processing.
Run this document in Tallyfy
1
Import this template into Tallyfy and share with all employees who need to understand purchasing policies and approval thresholds 2
Reference this document when configuring approval rules in your purchase request workflow to match spending limits with appropriate approval levels 3
Use Tallyfy to track who has reviewed this SOP and ensure new employees read it during onboarding Document content
purchase-request-sop.pdf
Document Template
Purchase Request SOP
By Tallyfy Samples Library
Overview
Standard operating procedure for requesting purchases. Covers when approval is needed, spending limits by role, preferred vendors, and how to submit requests. Following this process ensures purchases are tracked and budgets are not exceeded.
Related topics
Other purchasing
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