Basic
Available bank activity
Basic shows available connected bank activity. It does not promise vendor profiles, documents, quotes, agreements, or vendor-management records.
Pro
Vendor management
Keep vendor evidence connected to a supported spending request and its decision.
In a supported Pro workflow
Keep the evidence relevant to a spending decision together.
- Vendor information supplied to the community record
- Agreements, quotes, invoices, or other evidence when provided
- Prior related spending records where available
- The supported request and decision associated with the expense
Product scope
Activity in Basic. Spending evidence in Pro.
Pro
Connected spending evidence
Pro can connect vendor information and supplied evidence to a supported financial request and its configured requirements.
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