To find your perchase orders (P.O), please follow the simple steps below:
1. Go to Expenses > Purchase Orders, and then select List All Purchase Orders from the drop-down options.
After selecting List All Purchase Orders, a screen will appear listing all of your current purchase orders.
2. Press Search tab to specify the appropriate search criteria.
You can enter any of the following parameters to narrow down the list of purchase orders:
- Purchase Order ID
- Vendor
- Line Item Description
- Status
- Created Date
- Total
3. Press the Search button when you're ready to proceed.
If there are no records to display, the search form will return "No Records Found".
If you want to go back to the default list view, press the Reset tab.
Available management features are listed below:
- Add Purchase - by pressing this button, you can go to Add Purchase Order page to create a P.O.
- Vendor Summary - this provides a single place to quickly locate and manage any vendor account. All vendor's data and services are available here.
- Edit Order - from here you can update the order information.
- View & Print - allows you to view and print the order.
- Download PDF - allows you to download the order as a PDF file.
- Email as PDF - by using this link, you can email the order to the vendor.
- Delete Order - allows you to delete each individual order.
- Update Order Status - allows you to update order/s status
If you have any issues, please feel free to contact our Support Team.
How to add payment to a bill