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Sammyjoe1309
Level 2

Can you see a list of purchase orders by users?

 
Solved
Best answer June 22, 2020

Best Answers
Mark_R
QuickBooks Team

Can you see a list of purchase orders by users?

Hello there, @Sammyjoe1309.

 

At this time, any reports in QuickBooks Online will only show you the users who recently modified the transactions. As a workaround, you can access the Audit Log to view who created the purchase order. Let me guide you through the steps.

 

  1. Click the Gear icon, then select Audit log.
  2. Select the Filter drop-down.
  3. Choose the date range from the Date section.
  4. In the Events section, select Show only these events and put a checkmark to Transactions.
  5. Click Apply.1.PNG
  6. Once done, find the purchase order from the list, then click View under History.2.PNG
  7. On the History of this transaction page, you can see the user who created the purchase order.

I'm adding this article to learn more about the audit log: Use the audit log in QuickBooks Online.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day and keep safe.

View solution in original post

6 Comments 6
MirriamM
Moderator

Can you see a list of purchase orders by users?

Thanks for reaching out to the Community forum, Sammyjoe1309.

 

You can run the Open Purchase Order List report which shows open purchase orders (PO), grouped by supplier. 

 

Here's what you'll need to do:

  1. In the left menu, click Reports.
  2. In the search field, type in Open purchase order list
  3. Set the Report period
  4. In the Rows/columns section, choose Supplier for the Group by
  5. Hit Run report

You can take a look at this article for more information: How to run purchase order reports

 

Additionally, I want you to get the most out of QuickBooks for your business. You can check some articles that are designed to help you get acclimated to the software. They can be accessed at the following link: QuickBooks Tutorials.

 

If there's anything else you need help with concerning QuickBooks, get back to me by commenting below. I'm more than happy to help. Have a wonderful day ahead!

 

 

 

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**Mark the post that answers your question by clicking on "Accept as solution".

Sammyjoe1309
Level 2

Can you see a list of purchase orders by users?

Hi and many thanks for replying to my query.  I know I can see the purchase orders by supplier but I need to see the purchase orders by users i.e. if there are 5 users, a filter/report to show the purchase orders done by each user.

 

Is it possible to see a list of purchase orders by users?

Angelyn_T
QuickBooks Team

Can you see a list of purchase orders by users?

Thank you for getting back to us here on the Community page, @Sammyjoe1309.

 

At this time, we can add the Last Modified By column to see whose user created the purchase orders listed on the report. Here's how:

 

  1. On the report's page, click on the small gear icon beside the export icon.
  2. Check the box beside Last Modified By to add the column on the report.
  3. Tap Run report to refresh the page.

 

If you wish to save the customisation for your future use, click on the Save customisation button beside Customise.

 

Also, read this article for additional reference about running and customising reports.

 

Thank you for allowing me to help. As always, add a comment below if you have any other questions. I'll get back to you as quickly as possible. Have a good day!

Sammyjoe1309
Level 2

Can you see a list of purchase orders by users?

Hi, many thanks for the information but unfortuntely that is not going to give me the list of purchase orders that was created by each user only who modified it.

 

I was actually looking for a list of the purchase orders that each user on the system have purchased.

 

Is this possible to see a list of purchase orders per user?

 

Many thanks,

 

Mark_R
QuickBooks Team

Can you see a list of purchase orders by users?

Hello there, @Sammyjoe1309.

 

At this time, any reports in QuickBooks Online will only show you the users who recently modified the transactions. As a workaround, you can access the Audit Log to view who created the purchase order. Let me guide you through the steps.

 

  1. Click the Gear icon, then select Audit log.
  2. Select the Filter drop-down.
  3. Choose the date range from the Date section.
  4. In the Events section, select Show only these events and put a checkmark to Transactions.
  5. Click Apply.1.PNG
  6. Once done, find the purchase order from the list, then click View under History.2.PNG
  7. On the History of this transaction page, you can see the user who created the purchase order.

I'm adding this article to learn more about the audit log: Use the audit log in QuickBooks Online.

 

As always, feel free to visit our QuickBooks Community help website if you need tips and related articles in the future.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day and keep safe.

Sammyjoe1309
Level 2

Can you see a list of purchase orders by users?

Hi, thank you for responding.  Yes I can work around that and very much appreciate your help. It is a pity that Quickbooks do not have the facility to see the list of purchase orders by user though.  

 

Thank you!