Order FAQs

How do I add a New Supplier to my Company List?
How to Add a New Supplier You can add a new supplier directly from the Supplier drop-down menu when you're filling out an order form.  Click on th...
Tue, 9 Dec, 2025 at 1:54 PM
What should I do if someone is away and can't approve a PO?
Handling Approvals When a Team Member Is Away If a team member responsible for approving purchase orders is on vacation or temporarily unavailable, you...
Wed, 27 May, 2026 at 8:54 AM
How do I Archive & Unarchive a Project?
How do I archive a project? To archive a project you no longer need: Go to the Projects page. Find the project you want to archive. Click the t...
Tue, 9 Dec, 2025 at 1:58 PM
Map a supplier to your accounting system (Resolve mapping issue)
Resolve sync issue:   Accounting Sync Failed PO [#] failed to Sync with your accounting software due to the following error message: Supplier, [name...
Thu, 30 Apr, 2026 at 10:14 AM
How do I add a New Supplier to my Company List?
How to Add a New Supplier As of May 2026, users can no longer add suppliers to their company list. This is controlled by administrators only. Please conta...
Wed, 27 May, 2026 at 1:43 PM