This is a web-only feature - it can't be completed on the mobile app. This is only accessible to Administrators.

Overview

Here you can change or update your PO template information.

  • Changes made here will only affect new purchase orders. 
  • Previously-issued POs will not be changed to preserve historical data and ensure accurate billing.


Please note the warning on this settings page: changes made here will populate future Purchase Orders only.

Edit your Purchase Order Settings

  • Click on Company Settings on the left navigation bar

  • Select Purchase Order Settings

  • Make your changes as needed


Set PO Terms & Conditions:

  • Terms & conditions populate at the bottom of the PO document

  • An unlimited number of terms can be added by administrators

    • These can be project specific, supplier specific, etc.

  • Terms are selected from a drop-down list by users when issuing a PO


Set PO Document Settings:


Approval History

  • Turn on to show approval history on the PO document itself.


POSignatures


Set Accounting Distribution List:

  • Add as many emails as desired that will receive a copy of all POs, Change Orders, Expenses and Invoices.


Click Save to apply your changes.



Need help?

Reach out to our Customer Support team: