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

  1. Click on Company Settings on the left navigation bar

  2. Select Purchase Order Settings

  3. Make your changes as needed


Set PO Terms & Conditions:


Set PO Document Settings:


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: