Holbeach Primary

finance desk

Holbeach
Finance

Purchase orders, invoice checks and Arbor export staging.

Holbeach Primary
Finance
Staff View
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finance workflow

Dashboard

pattern watch

Workflow trends

Categories

automation

Parser status

Waiting
Admin entry

Purchase order

Copy from existing PO optional
Budget code Cat No Description Qty Unit Net VAT Total
Net £0.00 VAT £0.00 Total £0.00
Selected files will upload when this PO is saved.

View purchase orders

PO number For Supplier Requester Description Gross Status Updated

awaiting approval

Approval workflow

0 ready
Waiting

Purchase order

Choose a purchase order from the list.

records

View invoices

0 invoices
Supplier Invoice PO ref Gross Status Invoice date Updated

finance review

Review workflow

0 ready
Supplier Invoice PO ref Gross Status Invoice date Updated
Waiting

Select an invoice

Choose an invoice from the list.

weekly

Create batch

Arbor CSV

history

Export batches

supplier master

Suppliers

Search the active supplier list, review contact and Arbor details, or open a record to make changes.

0 suppliers
0 results

new record

Add supplier

Supplier Arbor ID Customer A/C Contact VAT number Default account
Showing 0 suppliers

Arbor master

Account Codes

Search active Budget Accounts by account, heading, description, analysis code, or type.

0 accounts
0 results

new record

Add account code

Account Description Heading Analysis Type
Showing 0 accounts

automation

Make invoice intake

Endpoint/api/make/invoices
MethodPOST
Secret headerx-make-secret
Required fieldfile_url

outbox

Make notifications

Waiting
Pull endpoint/api/make/notifications
Status callback/api/make/notifications/status
Secret headerx-make-secret

parser

Local batch job

Waiting
Scriptscripts/parser/holbeach_invoice_parser.py
Target statusespending_parse, received
Writes backparsed / exception