How a CFO Found Every Missing Invoice with Centralized Purchase Document Tracking
Key Verified Outcome
Real-Time Visibility achieved with Auggit.
Case Snapshot
Executive Summary
Auggit centralized the documents from the full purchase cycle (purchase order, invoice, GRN, quality certificate and delivery challan) in one searchable system. The CFO can now track every transaction in real time and see exactly which advance payments are still waiting for a final invoice.
The Challenge: Advances paid, invoices never received
The CFO needed to track documents across the entire purchase process, which creates a chain of five documents for each transaction. These documents were scattered across departments. The CFO then realized that advance payments had been made against Proforma Invoices, but the final invoices had never arrived, and no one knew how many were still pending.
| Document | What It Confirms |
|---|---|
| Purchase Order (PO) | The buyer's order placed with the vendor |
| Invoice | The vendor's bill for the goods or services |
| GRN (Goods Received Note) | That the ordered goods were received |
| Quality Certificate | That the goods met the required quality standard |
| Delivery Challan | The delivery record that accompanies the goods |
“Advance paid, invoice never came — no idea how many missing.”— Client story
The Auggit Solution
Auggit centralized all purchase documents into a single searchable system with instant search, tracking, and patented Tag functionality and Tag Report.
| Problem | Auggit Capability | Result |
|---|---|---|
| Documents scattered across departments | All purchase documents stored in one centralized system | One source of truth for every transaction |
| No way to count pending final invoices | Patented Tag functionality and Tag Report show which required documents are attached or missing for each transaction | Missing invoices are visible immediately |
| Time lost looking for papers | Instant search and tracking | Any document found in moments |
Results & Long-Term Impact
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