By default, only certain fields are required for Outside Purchases, Accounts Payable Orders, and Inventory Orders. We’ve had requests for a customizable option for accounting teams that require more than that information to properly process the orders in Quickbooks, Sage, etc.

Please keep in mind – these settings are only editable by an Owner or Admin level user. If you have any questions about changing these settings, please contact our support team at 866-435-2100.

To change the settings, navigate to Administration>Shop>Configuration

Here you will see 3 sections, 1 for Accounts Payable Orders, 1 for Inventory Orders, and 1 for Outside Purchase Orders.

There are not a lot of situations where you will pay cash for these types of orders, but if you do, make sure to set a paid-out code for the transaction.

Select the fields that are required by your accounting team, and then hit the Save button.

These changes will apply immediately to all tickets and open orders.