Step 1: Under Accounting on the left, click PURCHASE ORDERS.


Step 3: Select the vendor from the Vendor drop down menu and enter a Description, Total Amount, Currency, PO Date and Type.  NOTE: If the vendor is not listed, under Accounting on the left navigation, click VENDORS and submit a new vendor.  Once you submit the vendor, you will be able to select it from the drop down when creating the purchase order.

Step 4: In the Details field, select an account code from the Account drop down menu.  The Total and Description will auto-populate from the information entered above.  You can also select a work state, episode, 1099 code, free code, or tax credit code if they are enabled on the project.

Step 5: To add additional items, click ADD ITEM and complete the fields in Step 4.  Adjust the total of each line to balance to the Total Amount.

Step 6: To upload an attachment to a detail line, drag and drop files to the Drop Files Here to Upload field or click SELECT FILES and choose the file from you desktop.  

Step 7: To upload an attachment to the entire purchase order, use the drag and drop feature or click SELECT FILES in the Attachments field on the lower right.

Step 8: Use the Notes section to make any notes for your employer and click SUBMIT NOTE.

Step 9: To submit the purchase order, click SUBMIT.  NOTE: You can click SAVE DRAFT to save a draft of the purchase order to edit and submit at a later date.

Step 10: Upon submitting the purchase order, a window will open in which you can sign by holding the left mouse button if you are on a desktop computer or with your finger if you are using a mobile device. NOTE: Your signature will be saved for future approvals after you have completed this step once.

To print a PDF of the purchase order:

Step 1: Click EXPORT TO PDF from the Actions drop down menu for the purchase order you would like to create a PDF of.

Step 2: Click the download to open the PDF.