Purchase orders can be used to request products or services from a supplier before creating a bill. An advanced setting allows employees to submit purchase orders as part of an approval process, providing greater control and oversight.
The purchase order feature is available exclusively on the Medium, Large, and Practice Edition plans (the latter is only accessible to accountants).
Purchase orders guide There are two toggle features for purchase orders, allowing you to customise them based on your needs. If you have employees and require more control over the approval process, enable both features.
Enable purchase orders
To enable the purchase order feature, go to Settings > Configure System > Toggle Features, and click the ‘Features’ tab. Use the radio button to turn on ‘Purchase orders’.
Once enabled, the purchase order feature will be accessible under Purchases > Purchase Orders.
Enable purchase order approvals
To enable the purchase order approval feature, go to Settings > Configure System > Toggle Features, and click the ‘Features tab’. Use the radio button to turn on ‘Purchase order approvals’.
Enabling this feature will add approval options to purchase orders, which can be accessed under Purchases > Purchase Orders.
