U.S. Cast & Crew Resources
Accounting Solutions (Web)
- How To: Check Requests
- How To: Bill Payments
- How To: Digital Purchase Orders
- How To: Bills
- How To: Accounting Reports
- How To: Vendors
- Paperless Accounting Workflows Release Notes
- Video Tutorials: Digital Purchase Orders
- How To: General Ledger
- How To: Journal Entries
- How To: Petty Cash
- How To: General Accounting
- How To: Prepaid Cards
- 1099 Reporting/Printing
Technical Release Notes
Canadian Payroll & Accounting Solutions
Accounting Solutions (Citrix)
How to: Approve a Purchase Order
Step 1: Under Accounting on the left, click PURCHASE ORDERS.
Step 2: Click on the Review button or the number of the purchase order you would like to approve.
Step 3: Click APPROVE if the purchase order is correct or REJECT to send it back to the previous approver to make necessary changes.
NOTE: If the purchase order is rejected, a window will open. You will have to enter a reason for rejecting, which can be viewed by the employee.
Step 4: Sign in the window that appears by holding the left mouse button if you are signing on a desktop computer or by using your finger if on a mobile device. NOTE: Your signature will be saved for future approvals after you have completed this step once.
NOTE: The accountant can make any changes necessary prior to committing the purchase order after it's been completely approved by clicking on the PO #, making edits, then clicking SAVE.
Approve and Commit Option
If you have the permissions to commit a PO and are the final approver, you can approve and commit with one step. NOTE: PO must not have any placeholder information.
Step 1: Click APPROVE AND COMMIT from the Actions drop down to the left of the PO pending your approval.
Or, click on the PO # then click APPROVE AND COMMIT on the footer.