✏️ How do I create a PO (Purchase Order)?
There are two easy ways to create a PO:
🔹 Method 1: From the PO Page
Go to the Vendors & POs tab
Click the "Purchase Orders" tab
Hit “Create New PO” ➕
A new PO will be instantly created and assigned a unique number 🆕
🔹 Method 2: From a Transaction
Open any transaction and click the eye icon 👁️
In the pop-up, find the “Purchase Order” dropdown menu
Choose to add to an existing PO or create a new one 💼
📚 How do I create a series of POs?
Want to create multiple POs in a row? Here’s how:
Go to the Vendors & POs tab
Click the “Purchase Orders” tab
Click “Create New PO” as many times as needed 🌀
Each click creates a new PO with a unique number.
🔁 Can I change the PO number?
Not at this time!
🚫 PO numbers are auto-generated and cannot be changed manually.
📩 Need help updating one? Email us at help@rollcredits.io.
🏷️ Can I name or rename my PO?
Currently, PO names are automatically generated in RollCredits.
We're working on allowing custom PO names soon! 🛠️
📬 If you’d like an update or help renaming something manually, contact us at help@rollcredits.io.
🗂️ Can I allocate POs to a department?
Not yet—but we hear you! 🎧
Right now, PO-to-department allocation isn’t supported.
We’re actively working on this feature.
📬 Email help@rollcredits.io if you’d like updates or want to request this functionality!
📎 How do I add an estimate or invoice to a PO?
🔹 Method 1: From the PO Page
Go to Vendors & POs
Click “Purchase Orders”
Find the PO → scroll to “Upload Document”
Click “Upload”, choose Estimate or Invoice
It will be attached automatically 🎯
🔹 Method 2: During Upload
Go to Transactions → Vendors & Contractors
Click “Upload & Scan” → select Estimate or Invoice
In the upload window, check “Upload Into A PO?”
Use the dropdown to select the PO ✅
🔗 How do I add transactions to a PO?
🔹 Method 1: During Upload
Go to Transactions → P-Card or Other Expenses
Click “Upload”
In the upload window, check “Upload Into A PO?”
Choose the correct PO from the dropdown
🔹 Method 2: From an Existing Transaction
Click the eye icon 👁️
Use the “Purchase Order” dropdown to assign it to an existing or new PO
🧮 How do POs show up in my budget?
You can toggle on the "Open POs" column in your budget view 🧾
This helps you see committed spend that hasn’t been paid yet.
✅ How do I approve a PO?
There’s no formal “Approve PO” button just yet—but you can approve estimates, invoices, or receipts within a PO.
📚 Full approval instructions here:
👉 RollCredits Approval Guide
📑 Where do I upload vendor contracts or rental agreements?
(aka Supporting Documents)
Go to Vendors & POs
Click “Purchase Orders” → then “View/Edit PO”
In the PO details window, click the “Supporting Documents” tab 📂
Click “Upload New Document” and add your files—done! 🥳
📌 Great for rental agreements, insurance docs, or other backup files (excluding W9s, which live in the Vendor tab).