Often, we order products directly from vendor's websites. With Materio's PO flow, you can easily match invoices, edit payment details, and track orders you've placed online to create seamless expense tracking and item status updates.
For a step by step walkthrough, see below:
First, go to the project you want to track an order on.
1. Click on "Orders"
You will find this about halfway down in your left-side project navigation.
2. Click on the PO you would like to track a payment on
3. Click on "I already have an invoice or receipt" and attach the PDF receipt from the order
4. Check the invoice for additional items or cost changes. If you have more items, click "add item."
In this example, I will walk through adding a custom fee that was an additional expense on this PO
5. Click on "Enter item details..."
6. Click on the Item type
7. In this case, I selected "product."
8. If you'd like to link the expense to the scope, click on "Linked scope."
9. For this example, I wanted to itemize to the existing product on the PO, so I clicked on "sofa"
10. Name the custom item
This is also a way to pull in sub-items like valves, etc.
11. To adjust the cost of this item, click on "$0"
12. If necessary, add an internal note.
13. Since we've ordered online, let's click "record payment."
You can always delay recording a payment or document partial payments.
14. If connected to Quickbooks Online, select your payment information.
This allows auto-reconciliation in your banking feed on QBO.
15. Click on "Done" to save the payment.
16. Click on "Confirm" to indicate the items in the receipt matches your original quote
17. Click on "Save."
You have now successfully recorded a payment for an order you placed online in Materio!
Have questions? Please email us at hello@materio.co