Vendor finance

Track vendor invoices through payment.

Review invoices, route approvals, organize payment batches, and track payment status and exceptions for each production.

Book a tailored walkthrough
Calculator beside an open tabbed binder and stacked folders on a wooden desk

Operational sequence

Follow the work from first move to final handoff.

Each stage carries the production record forward so the next team begins with the context it needs.

  1. Submit

    Record the vendor obligation

    Bring vendor invoices and requests into accounts payable with the vendor, client, project, budget, and supporting context responsible teams need.

  2. Review

    Check the request and its source

    Review documentation, coding, project and budget context, and questions before an obligation moves forward.

  3. Approve

    Record the responsible approval

    Route the obligation to the right production, accounting, and finance reviewers with the decision history attached.

  4. Fund

    Connect vendor and client funds context

    Keep the approved obligation and available client funds context visible before payment activity begins.

  5. Batch

    Organize approved payment batches

    Group ready obligations for controlled review, approval, and finance follow-through.

  6. Pay

    Follow payment status and history

    Give responsible teams and the vendor portal clear payment status and history without implying completion before confirmed status.

  7. Resolve

    Keep exceptions visible through resolution

    Return questions, holds, and failed obligations to the responsible team, preserve the resolution, and reconnect the outcome to project, budget, and reporting context.

The right operational view

Shared context. Clear outcomes for every role.

Vendor

Follow an obligation after submission

Use the vendor portal to see requests, required follow-up, payment status, and available history.

Production

Connect purchases to the work

Review the project, budget, documentation, and operational context behind each vendor request.

Accounting

Govern accounts payable review

Check obligations, coding, approvals, funds context, exceptions, and payment history with a clear audit trail.

Finance

Follow approved obligations through resolution

Coordinate funding, payment batches, status, exceptions, and reporting against the right client and project.

Evidence in context

See each workflow in context.

Invoice and request

Record the obligation with its source context

Connect the vendor invoice or request to the client, project, budget context, supporting record, and responsible production and accounting teams before review begins.

Production vendor handing a sealed blank portfolio to an accounting coordinator

Approval and funds context

Approve against the correct project responsibility

Bring production, accounting, and finance review together with coding, approval history, and client-funds context before an obligation advances.

Producer and finance team reviewing color-coded closed folders around a production table

History and resolution

Keep status and exceptions visible through resolution

Connect vendor follow-up, payment status, exceptions, resolution history, and reporting without implying settlement before confirmed status supports it.

Vendor-services coordinator comparing an unmarked delivery case with archived folios

Connected capabilities

Continue through the production system.

A production-sized walkthrough

Walk through your vendor finance flow

See how UPP connects requests, review, approvals, funds, payment status, exceptions, and reporting.

Book a tailored walkthrough