Purchase orders (POs)

1. Choose POs in the budget's views and press New PO (or + New PO for this line in a line's details).
2. Enter the vendor, their email and address, a date, a description, terms and notes.
3. Add a line for each thing you are paying for, with a section, a budget line and an amount.
4. Press Save draft to keep working on it, or Issue PO.

Issuing freezes the PO, numbers it for the budget (job number-PO-001 and so on), renders a PO PDF with your company logo, keeps it with the budget and updates the PO log (CSV). An issued PO counts as Committed on its lines.

When the invoice arrives

Open the PO and enter the Invoiced total. Then, in the line's Details & notes, press Use as actual to count it as paid on that line.

Revise, close or void

• Revise reopens an issued PO as a new revision (-R1, -R2).
• Close marks it done; it still counts as committed.
• Void stops it counting at all.
• A draft can be deleted outright.

Owners and editors raise, issue, revise, close and void. Section editors can raise POs against their own sections. Viewers can see them all.