Purchase Orders are not compulsory, if your organisation uses purchase orders, you are able to record Purchase Order details, and see the balance of the Purchase Order reducing as invoices are generated against the Purchase Order. The Purchase Order number will also be displayed on all relevant reporting to make reconciliations simple.

The Purchase Order area is accessible via the main menu.

Navigate to the Purchase Order area and press CREATE

Client: Mandatory – select the Client relevant to the Purchase Order
​Description: Optional – enter in a PO description
​PO Number: Auto-populates – system automatically assigns a purchase order ID as a unique identifier
​Client PO Ref: Mandatory – enter the client’s PO number here
​PO Date: Mandatory – enter the PO date
​Value: Mandatory – enter the monetary value of the PO

Reference Purchase Order - Optional - whether the PO is for reference purposes only

No Date Limit - Optional - whether you want the PO to have a "valid until" option or not
​Valid Until Optional – if the PO has an end date, enter it here
​No Date Limit? Ticking this box eliminates the need to enter in a PO end date

Purchase Order Actions

Once a Purchase Order has been added, it can be viewed within the Purchase Order area. The columns of the Manage Purchase Orders grids are able to be searched within and able to be sorted as required.

To the right-hand side of the Purchase Order, there is the Actions menu

View: View the Purchase Order
​Edit: Edit the Purchase Order

Status: Active/Inactive Change the status of a Purchase Order

PO Linked Timesheets: View a list of timesheets that are linked to a Purchase Order

Delete: Remove the Purchase Order - it is best practice not to remove a Purchase Order unless there are no transactions against the Purchase Order, e.g. Purchase Order has been raised as a duplicate in error