Here is how you can create Purchase Order (PO), get it approved and later bill against it and even create an expense out of it.
Here's how you can do that:
- Just type "Purchase <object> for $$$", upload any relevant document (optional) and hit confirm.
-Once confirmed, we generate a PO number for you that will be sent your manager for approval.
In case you don't have an approving manager, the PO is automatically approved.
Here's what the approval message to the manager looks like.
You'll get the confirmation message once the PO is approved or denied. .
Once the PO is approved, employee can go ahead with the purchase and bill it against this approved PO.
Note: At this point, if you have connected QuickBooks or Xero Accounting Software with ExpenseTron, then the confirmed PO gets synced with your accounting software.
- Once the actual purchase has been made against the approved PO, the submitter has to come back and look up the "unbilled" PO like shown in the image
- Click on "Mark as billed" and you need attach the receipt by clicking on "Upload Receipt" button.
- Once the receipt is uploaded, you get a confirmation prompt and you can confirm it.
- After confirming it, the PO has been billed. You can now either create an expense for this PO or you can click "No" which means you have now billed your PO.
- If you do click "Yes" to create an expense, we will do that. In case ExpenseTron is connected with your accounting software, we will also sync this expense to it.
