Hi there, user92822.
You have me to help you enter a purchase order. Before doing so, we'll have to turn the feature on. Let me guide you with these steps:
- From the Gear icon, select Account and settings.
- Go to the Expenses tab.
- In the Purchase orders section, click the edit ✎ icon.
- Toggle the button on the Use purchase orders option.
- You can add a custom field and a default message for suppliers.
- Click Save and then Done.
Afterward, you're good to create a purchase order.
- Select Purchase order from the + New button.
- Enter a Supplier.
- Enter the details of the transaction.
- Click Save and close.
Once your supplier accepts the purchase order, you can add it to an expense or bill to make the transaction official.
Also, if you want to see your open purchase orders before adding it to a bill or expense, you can run either the Open Purchase Order List, Open Purchase Order Detail, Purchases by Product/Service Detail, or Purchases by Supplier Detail report on the Reports tab.
I'm just a post-away if anything arises when adding a purchase order to an expense transaction. Keep safe!
