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See where common tasks live

A short list of where to go for everyday work.

Handy while you get used to 2.0.

Step by step

0 of 5 steps complete

Step 1 of 5

Ordering

Home → Requisitions → New Requisition. Check the location, add items and review before you submit.

New Requisition button highlighted as the starting action for ordering.

New Requisition button highlighted as the starting action for ordering.Highlighted: 1. New Requisition.

For ordering, open Requisitions and choose New Requisition. Check the location, items and accounting before you submit.

  1. New Requisition

For ordering, open Requisitions and choose New Requisition. Check the location, items and accounting before you submit.

  1. New Requisition

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More help: the full guide text for “Everyday quick reference”

Your everyday 2.0 quick reference

Buyer

Home → Requisitions → New Requisition. Confirm location, add items and review delivery details and required coding before submission.

Approver

Home → Approvals. Focus Ready for Approval, open the record, review the details and follow the available decision workflow.

Accounting user

Requisition → Accounting. Filter the exception set, correct dimension values and use bulk fill only for genuinely shared coding.

Account administrator

Settings → Account → Financial Dimensions / Dimension Mappings. Maintain approved choices and entity assignments; distinguish these from document-level coding.

Everyone

Use omni-search to find; table filters to focus; drawers to stay in context; Previous / Next to review a sequence. Use My Profile → Appearance to tailor the view.

Need help?

Use in-app support or feedback@mainstem.io. If an action or location is missing, check with your account administrator before assuming the feature is unavailable.