This guide explains how to create purchase orders, link incoming invoices to them, and track order-specific spending.
🛠️ 1. Activating Purchase Orders
If purchase orders are not yet enabled for your company:
Go to Your Subscription page
Order the Purchase Orders add-on feature
📝 2. Creating a Purchase Order
Go to Purchases → Purchase Orders
Click New Purchase Order and fill in the required fields:
Supplier
Order number
Name
Description (what the purchase order includes)
Estimated total amount incl. VAT (projected total cost for the order)
You can also set control rules:
Supplier invoices must be linked to a purchase order before approval
Supplier invoices cannot exceed the estimated value of the purchase order
🔗 3. Linking Purchase Orders to Invoices
Go to Purchases → Purchase Invoices
Edit the received purchase invoice
Select the relevant purchase order from the dropdown menu
In the Purchase Invoices table, the column Purchase Order shows which PO each invoice is linked to
📊 4. Monitoring Purchase Order Budgets
As you approve purchase invoices that are linked to purchase orders:
Go to Purchases → Purchase Orders
You’ll see for each PO:
The total amount spent so far
How much of the original budget remains